Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$168K Sell
17,684
-946
-5% -$9K ﹤0.01% 1296
2025
Q1
$226K Buy
18,630
+5,313
+40% +$64.6K ﹤0.01% 1071
2024
Q4
$187K Buy
+13,317
New +$187K ﹤0.01% 1102