Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.99M Sell
2,225
-25
-1% -$22.4K 1.75% 16
2025
Q1
$1.53M Buy
2,250
+213
+10% +$145K 1.45% 25
2024
Q4
$1.28M Buy
+2,037
New +$1.28M 1.24% 27