Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$235K Sell
1,038
-258
-20% -$58.4K 0.19% 52
2025
Q1
$215K Buy
1,296
+7
+0.5% +$1.16K 0.19% 47
2024
Q4
$255K Buy
+1,289
New +$255K 0.22% 46