Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$222K Buy
+4,450
New +$222K 0.1% 248
2024
Q1
Sell
-14,925
Closed -$343K 244
2023
Q4
$343K Buy
+14,925
New +$343K 0.16% 197