Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-133,539
Closed -$1.71M 856
2023
Q3
$1.71M Buy
133,539
+5,104
+4% +$65.4K 0.01% 504
2023
Q2
$1.45M Hold
128,435
0.01% 527
2023
Q1
$1.46M Buy
128,435
+27,050
+27% +$307K 0.01% 513
2022
Q4
$1.37M Hold
101,385
0.01% 530
2022
Q3
$1.24M Hold
101,385
0.01% 524
2022
Q2
$1.42M Sell
101,385
-26,935
-21% -$376K 0.01% 523
2022
Q1
$1.84M Buy
+128,320
New +$1.84M 0.01% 513