Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,149
Closed -$209K 154
2024
Q2
$209K Sell
1,149
-479
-29% -$87.2K 0.08% 145
2024
Q1
$314K Buy
+1,628
New +$314K 0.13% 115