Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,932
Closed -$368K 986
2024
Q2
$368K Buy
3,932
+51
+1% +$4.77K 0.01% 874
2024
Q1
$406K Buy
+3,881
New +$406K 0.01% 811