Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-10,569
Closed -$244K 349
2022
Q3
$244K Hold
10,569
0.1% 222
2022
Q2
$244K Buy
+10,569
New +$244K 0.1% 222
2019
Q1
Sell
-898
Closed -$35K 807
2018
Q4
$35K Buy
+898
New +$35K 0.03% 415