Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-14
Closed -$6K 334
2023
Q3
$6K Sell
14
-2
-13% -$857 ﹤0.01% 376
2023
Q2
$8K Buy
16
+9
+129% +$4.5K ﹤0.01% 470
2023
Q1
$3K Buy
+7
New +$3K ﹤0.01% 520