Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$432K Buy
+6,260
New +$432K 0.02% 449
2024
Q4
Sell
-14,465
Closed -$897K 708
2024
Q3
$897K Buy
+14,465
New +$897K 0.04% 261