Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-6,710
Closed -$253K 1356
2023
Q1
$253K Buy
6,710
+1,103
+20% +$41.6K ﹤0.01% 1143
2022
Q4
$238K Buy
+5,607
New +$238K ﹤0.01% 1131