Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,448
Closed -$222K 728
2023
Q3
$222K Buy
+1,448
New +$222K 0.02% 569
2023
Q2
Sell
-1,004
Closed -$133K 1742
2023
Q1
$133K Buy
1,004
+306
+44% +$40.5K 0.01% 1153
2022
Q4
$99K Buy
+698
New +$99K 0.01% 1243