Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,031
Closed -$341K 106
2024
Q2
$341K Buy
1,031
+314
+44% +$104K 0.39% 105
2024
Q1
$260K Buy
+717
New +$260K 0.28% 123