Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$304K Sell
62,727
-1,266
-2% -$6.14K ﹤0.01% 1149
2025
Q1
$243K Buy
+63,993
New +$243K ﹤0.01% 1149
2021
Q2
Sell
-15,397
Closed -$129K 2930
2021
Q1
$129K Buy
+15,397
New +$129K ﹤0.01% 2593