Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$367K Sell
14,922
-10,031
-40% -$246K ﹤0.01% 925
2025
Q1
$525K Buy
24,953
+14,600
+141% +$307K ﹤0.01% 981
2024
Q4
$356K Buy
+10,353
New +$356K ﹤0.01% 854