Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-12,674
Closed -$192K 1826
2023
Q3
$192K Buy
12,674
+552
+5% +$8.37K ﹤0.01% 1548
2023
Q2
$318K Buy
+12,122
New +$318K 0.01% 1284