Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-39,920
Closed -$678K 1097
2024
Q2
$678K Sell
39,920
-5,415
-12% -$92K 0.02% 643
2024
Q1
$777K Buy
+45,335
New +$777K 0.02% 592