Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,251
Closed -$956K 154
2024
Q2
$956K Sell
5,251
-76
-1% -$13.8K 0.69% 37
2024
Q1
$1.03M Buy
+5,327
New +$1.03M 0.78% 36