Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-500
Closed -$10K 383
2022
Q3
$10K Hold
500
0.01% 265
2022
Q2
$11K Hold
500
0.01% 236
2022
Q1
$13K Hold
500
0.01% 247
2021
Q4
$12K Buy
+500
New +$12K 0.01% 247