Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,620
Closed -$29K 539
2023
Q4
$29K Sell
2,620
-1,164
-31% -$12.9K 0.01% 294
2023
Q3
$36K Sell
3,784
-37
-1% -$352 0.02% 258
2023
Q2
$50K Buy
3,821
+297
+8% +$3.89K 0.03% 249
2023
Q1
$37K Buy
+3,524
New +$37K 0.02% 264