Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-6,097
Closed -$841K 124
2024
Q2
$841K Sell
6,097
-800
-12% -$110K 0.51% 59
2024
Q1
$787K Buy
+6,897
New +$787K 0.48% 66