Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.14M Sell
5,047
-1,379
-21% -$312K 0.55% 43
2025
Q1
$1.07M Buy
6,426
+4,283
+200% +$711K 0.54% 45
2024
Q4
$423K Sell
2,143
-56
-3% -$11.1K 0.23% 130
2024
Q3
$382K Sell
2,199
-105
-5% -$18.2K 0.21% 164
2024
Q2
$400K Buy
+2,304
New +$400K 0.23% 127