Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,250
Closed -$15.1K 301
2023
Q1
$15.1K Hold
1,250
0.01% 779
2022
Q4
$10.7K Sell
1,250
-1,000
-44% -$8.56K 0.01% 690
2022
Q3
$16K Hold
2,250
0.01% 620
2022
Q2
$16K Hold
2,250
0.01% 600
2022
Q1
$20K Hold
2,250
0.01% 559
2021
Q4
$24K Buy
+2,250
New +$24K 0.01% 531