Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,591
Closed -$274K 67
2024
Q2
$274K Buy
2,591
+193
+8% +$20.4K 0.05% 61
2024
Q1
$337K Buy
+2,398
New +$337K 0.06% 58