Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$339K Buy
+13,876
New +$339K 0.03% 581
2024
Q2
Sell
-26,495
Closed -$801K 796
2024
Q1
$801K Buy
+26,495
New +$801K 0.09% 335