Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$415K Sell
7,812
-2,070
-21% -$110K 0.02% 460
2025
Q1
$475K Buy
9,882
+130
+1% +$6.25K 0.03% 376
2024
Q4
$510K Buy
+9,752
New +$510K 0.02% 376