Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-258
Closed -$20.3K 1135
2023
Q1
$20.3K Sell
258
-19
-7% -$1.5K ﹤0.01% 838
2022
Q4
$20.3K Sell
277
-132
-32% -$9.68K ﹤0.01% 847
2022
Q3
$24K Buy
+409
New +$24K ﹤0.01% 767
2022
Q1
Sell
-31
Closed -$2K 1552
2021
Q4
$2K Buy
+31
New +$2K ﹤0.01% 1175