Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$212K Sell
2,800
-550
-16% -$41.7K 0.03% 145
2025
Q1
$239K Sell
3,350
-50
-1% -$3.57K 0.03% 143
2024
Q4
$298K Sell
3,400
-200
-6% -$17.5K 0.04% 129
2024
Q3
$301K Buy
+3,600
New +$301K 0.04% 134