Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$248K Sell
1,735
-715
-29% -$102K 0.01% 517
2025
Q1
$309K Sell
2,450
-1,380
-36% -$174K 0.02% 452
2024
Q4
$537K Buy
3,830
+1,330
+53% +$186K 0.02% 368
2024
Q3
$321K Buy
+2,500
New +$321K 0.01% 441