Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$270K Sell
3,689
-3,403
-48% -$249K ﹤0.01% 1058
2025
Q1
$562K Buy
7,092
+4,102
+137% +$325K ﹤0.01% 945
2024
Q4
$271K Buy
+2,990
New +$271K ﹤0.01% 965