Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$310K Sell
2,528
-149
-6% -$18.3K 0.01% 226
2025
Q1
$244K Buy
2,677
+357
+15% +$32.5K 0.01% 172
2024
Q4
$267K Sell
2,320
-553
-19% -$63.7K 0.01% 130
2024
Q3
$341K Buy
2,873
+446
+18% +$52.9K 0.01% 96
2024
Q2
$335K Sell
2,427
-1,580
-39% -$218K 0.07% 119
2024
Q1
$457K Buy
+4,007
New +$457K 0.11% 96