Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,089
Closed -$248K 273
2024
Q2
$248K Buy
2,089
+10
+0.5% +$1.19K 0.02% 242
2024
Q1
$255K Buy
+2,079
New +$255K 0.02% 232