Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$111K Buy
+10,147
New +$111K ﹤0.01% 306
2024
Q3
Sell
-16,195
Closed -$110K 240
2024
Q2
$110K Buy
+16,195
New +$110K 0.02% 146