Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$209K Sell
709
-763
-52% -$225K 0.06% 299
2025
Q1
$392K Buy
+1,472
New +$392K 0.13% 219
2024
Q2
Sell
-1,826
Closed -$346K 366
2024
Q1
$346K Buy
+1,826
New +$346K 0.17% 178