Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-13,080
Closed -$386K 1157
2024
Q2
$386K Sell
13,080
-204
-2% -$6.02K 0.01% 733
2024
Q1
$380K Buy
+13,284
New +$380K 0.01% 757