Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Hold
0
717
2024
Q2
Hold
0
687
2022
Q2
Sell
-3,800
Closed -$331K 926
2022
Q1
$331K Sell
3,800
-500
-12% -$43.6K 0.01% 578
2021
Q4
$397K Buy
+4,300
New +$397K 0.01% 586