Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-453
Closed -$298K 261
2024
Q2
$298K Buy
453
+106
+31% +$69.7K 0.03% 223
2024
Q1
$225K Buy
+347
New +$225K 0.02% 250