Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$554K Sell
2,602
-1,523
-37% -$325K ﹤0.01% 760
2025
Q1
$631K Buy
4,125
+2,386
+137% +$365K 0.01% 891
2024
Q4
$373K Buy
+1,739
New +$373K ﹤0.01% 829