Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-2,500
Closed -$53K 488
2022
Q3
$53K Buy
2,500
+1,000
+67% +$21.2K ﹤0.01% 209
2022
Q2
$36K Buy
+1,500
New +$36K ﹤0.01% 280
2020
Q2
Sell
-10
Closed 409
2020
Q1
$0 Hold
10
﹤0.01% 494
2019
Q4
$0 Buy
10
+1
+11% ﹤0.01% 527
2019
Q3
$0 Buy
+9
New ﹤0.01% 459