Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-21,172
Closed -$56.1K 354
2023
Q1
$56.1K Buy
21,172
+1,050
+5% +$2.78K ﹤0.01% 173
2022
Q4
$105K Buy
20,122
+9,010
+81% +$47K ﹤0.01% 142
2022
Q3
$82K Sell
11,112
-1,284
-10% -$9.48K ﹤0.01% 180
2022
Q2
$135K Buy
+12,396
New +$135K ﹤0.01% 141