Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-27,178
Closed -$711K 921
2024
Q2
$711K Buy
27,178
+2,400
+10% +$62.8K 0.01% 678
2024
Q1
$542K Buy
+24,778
New +$542K 0.01% 722