Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,950
Closed -$102K 1040
2023
Q1
$102K Buy
+2,950
New +$102K 0.01% 324
2019
Q4
Sell
-1,154
Closed -$32K 617
2019
Q3
$32K Buy
1,154
+454
+65% +$12.6K 0.01% 360
2019
Q2
$23K Buy
+700
New +$23K 0.01% 378