Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-10,308
Closed -$473K 1219
2024
Q2
$473K Buy
10,308
+546
+6% +$25.1K 0.02% 655
2024
Q1
$423K Buy
+9,762
New +$423K 0.02% 710