Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-500
Closed -$69K 122
2024
Q2
$69K Sell
500
-1,500
-75% -$207K 0.19% 80
2024
Q1
$228K Buy
+2,000
New +$228K 0.69% 40