Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$138K Buy
+14,500
New +$138K ﹤0.01% 300
2023
Q2
Sell
-59,918
Closed -$1.2M 650
2023
Q1
$1.2M Buy
+59,918
New +$1.2M 0.03% 353