Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,964
Closed -$204K 141
2024
Q2
$204K Buy
1,964
+187
+11% +$19.4K 0.08% 120
2024
Q1
$202K Buy
+1,777
New +$202K 0.09% 114