Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$438K Sell
8,500
-300
-3% -$15.5K 0.46% 49
2025
Q1
$471K Hold
8,800
0.56% 38
2024
Q4
$421K Buy
+8,800
New +$421K 0.42% 42