Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-350
Closed -$28K 560
2022
Q3
$28K Hold
350
0.01% 384
2022
Q2
$20K Hold
350
0.01% 422
2022
Q1
$22K Buy
+350
New +$22K 0.01% 433