Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-12,000
Closed -$286K 862
2024
Q2
$286K Hold
12,000
﹤0.01% 920
2024
Q1
$378K Buy
+12,000
New +$378K ﹤0.01% 834