Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-10,915
Closed -$818K 517
2024
Q2
$818K Buy
10,915
+8,005
+275% +$600K 0.06% 273
2024
Q1
$251K Buy
+2,910
New +$251K 0.02% 434