Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-9,541
Closed -$22K 1248
2023
Q3
$22K Sell
9,541
-36
-0.4% -$83 ﹤0.01% 1239
2023
Q2
$42K Sell
9,577
-54
-0.6% -$237 ﹤0.01% 1224
2023
Q1
$43K Sell
9,631
-34
-0.4% -$152 ﹤0.01% 1200
2022
Q4
$81K Buy
+9,665
New +$81K ﹤0.01% 1205