Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$74.7K Sell
14,731
-11,628
-44% -$59K ﹤0.01% 1349
2025
Q1
$186K Buy
26,359
+15,242
+137% +$107K ﹤0.01% 1481
2024
Q4
$112K Buy
+11,117
New +$112K ﹤0.01% 1191