Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-6,697
Closed -$216K 1174
2024
Q2
$216K Sell
6,697
-54
-0.8% -$1.74K 0.01% 1034
2024
Q1
$251K Buy
+6,751
New +$251K 0.01% 956