Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$369K Buy
1,214
+1
+0.1% +$304 0.05% 303
2025
Q1
$325K Sell
1,213
-136
-10% -$36.5K 0.05% 318
2024
Q4
$332K Hold
1,349
0.05% 304
2024
Q3
$309K Buy
1,349
+233
+21% +$53.4K 0.05% 318
2024
Q2
$225K Buy
+1,116
New +$225K 0.04% 369