Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$77.5K Sell
2,465
-34
-1% -$1.07K ﹤0.01% 1339
2025
Q1
$87.6K Sell
2,499
-7,365
-75% -$258K ﹤0.01% 964
2024
Q4
$419K Buy
+9,864
New +$419K 0.02% 411
2024
Q3
Sell
-19
Closed -$379 3139
2024
Q2
$379 Buy
+19
New +$379 ﹤0.01% 2941