Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,266
Closed -$347K 1239
2024
Q2
$347K Buy
3,266
+60
+2% +$6.37K 0.01% 899
2024
Q1
$391K Buy
+3,206
New +$391K 0.01% 825