Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,846
Closed -$250K 1106
2024
Q2
$250K Buy
4,846
+185
+4% +$9.54K 0.01% 959
2024
Q1
$231K Buy
+4,661
New +$231K 0.01% 1012