Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-337
Closed -$255K 248
2024
Q2
$255K Buy
337
+83
+33% +$62.7K 0.02% 239
2024
Q1
$210K Buy
+254
New +$210K 0.02% 260