Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-15,924
Closed -$575K 174
2024
Q2
$575K Sell
15,924
-2,687
-14% -$97K 0.23% 106
2024
Q1
$701K Buy
+18,611
New +$701K 0.29% 100