Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.59M Sell
28,225
-2,686
-9% -$247K 0.02% 461
2025
Q1
$2.72M Buy
30,911
+13
+0% +$1.14K 0.02% 429
2024
Q4
$2.86M Sell
30,898
-9,140
-23% -$846K 0.02% 474
2024
Q3
$3.71M Buy
40,038
+2,989
+8% +$277K 0.03% 387
2024
Q2
$2.78M Buy
+37,049
New +$2.78M 0.02% 426