Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-72,053
Closed -$592K 789
2024
Q2
$592K Sell
72,053
-2,692
-4% -$22.1K 0.04% 404
2024
Q1
$901K Buy
+74,745
New +$901K 0.06% 326