Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$207K Sell
2,256
-208
-8% -$19.1K 0.02% 469
2025
Q1
$217K Buy
2,464
+236
+11% +$20.8K 0.02% 411
2024
Q4
$206K Buy
+2,228
New +$206K 0.02% 432