Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-4,419
Closed -$235K 363
2023
Q4
$235K Sell
4,419
-809
-15% -$43K 0.18% 236
2023
Q3
$244K Buy
+5,228
New +$244K 0.24% 195