Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.03M Sell
34,529
-1,737
-5% -$51.6K 0.05% 253
2025
Q1
$1.11M Buy
36,266
+2,502
+7% +$76.4K 0.06% 219
2024
Q4
$1.34M Sell
33,764
-1,000
-3% -$39.6K 0.06% 196
2024
Q3
$1.35M Buy
+34,764
New +$1.35M 0.06% 182