Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$299K Sell
4,241
-3,456
-45% -$244K ﹤0.01% 1018
2025
Q1
$462K Buy
7,697
+4,345
+130% +$261K ﹤0.01% 1041
2024
Q4
$280K Buy
+3,352
New +$280K ﹤0.01% 958