Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-6,767
Closed -$295K 388
2023
Q4
$295K Buy
+6,767
New +$295K 0.23% 171
2020
Q1
Sell
-6,595
Closed -$238K 292
2019
Q4
$238K Buy
+6,595
New +$238K 0.18% 152