Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-675
Closed -$320K 1064
2024
Q2
$320K Sell
675
-32
-5% -$15.2K 0.01% 926
2024
Q1
$414K Buy
+707
New +$414K 0.01% 804