Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$477K Sell
6,881
-71
-1% -$4.93K 0.48% 72
2025
Q1
$429K Sell
6,952
-1,394
-17% -$86K 0.47% 76
2024
Q4
$494K Buy
+8,346
New +$494K 0.49% 70