Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$301K Sell
53,155
-39,968
-43% -$226K ﹤0.01% 1015
2025
Q1
$552K Buy
93,123
+53,847
+137% +$319K ﹤0.01% 956
2024
Q4
$272K Buy
+39,276
New +$272K ﹤0.01% 964