Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-12,145
Closed -$557K 1047
2024
Q2
$557K Buy
12,145
+117
+1% +$5.37K 0.01% 709
2024
Q1
$521K Buy
+12,028
New +$521K 0.01% 721