Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-19,364
Closed -$716K 979
2024
Q2
$716K Buy
19,364
+4,300
+29% +$159K 0.01% 673
2024
Q1
$594K Buy
+15,064
New +$594K 0.01% 697