Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-12,556
Closed -$275K 1435
2024
Q2
$275K Sell
12,556
-18,743
-60% -$410K 0.02% 1059
2024
Q1
$642K Buy
+31,299
New +$642K 0.05% 586