Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,641
Closed -$674K 104
2024
Q2
$674K Buy
2,641
+552
+26% +$141K 0.78% 46
2024
Q1
$541K Buy
+2,089
New +$541K 0.59% 67