Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$61.5K Sell
10,904
-17,928
-62% -$101K ﹤0.01% 1365
2025
Q1
$132K Buy
28,832
+16,672
+137% +$76.5K ﹤0.01% 1540
2024
Q4
$75.3K Buy
+12,160
New +$75.3K ﹤0.01% 1230