Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.36M Sell
36,560
-5,570
-13% -$511K 0.03% 572
2025
Q1
$3.71M Sell
42,130
-530
-1% -$46.6K 0.03% 501
2024
Q4
$3.95M Sell
42,660
-3,240
-7% -$300K 0.03% 493
2024
Q3
$4.26M Buy
45,900
+8,249
+22% +$765K 0.04% 455
2024
Q2
$2.82M Buy
+37,651
New +$2.82M 0.02% 701