Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,111
Closed -$558K 1240
2024
Q2
$558K Buy
4,111
+69
+2% +$9.36K 0.01% 708
2024
Q1
$522K Buy
+4,042
New +$522K 0.01% 720