Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$234K Sell
491
-120
-20% -$57.2K ﹤0.01% 1163
2025
Q1
$224K Buy
611
+112
+22% +$41.1K ﹤0.01% 1077
2024
Q4
$202K Buy
+499
New +$202K ﹤0.01% 1083