Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-5,128
Closed -$37K 1145
2022
Q4
$37K Sell
5,128
-4,472
-47% -$32.3K ﹤0.01% 564
2022
Q3
$59K Sell
9,600
-34,000
-78% -$209K ﹤0.01% 416
2022
Q2
$310K Buy
+43,600
New +$310K 0.04% 143