Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$411K Sell
18,353
-810
-4% -$18.1K 0.31% 37
2025
Q1
$435K Sell
19,163
-25
-0.1% -$568 0.32% 34
2024
Q4
$385K Buy
+19,188
New +$385K 0.28% 37