Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-33,216
Closed -$148K 663
2023
Q1
$148K Buy
33,216
+21,814
+191% +$97.1K 0.05% 574
2022
Q4
$96K Buy
+11,402
New +$96K 0.04% 565