Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$17K Buy
+1,957
New +$17K ﹤0.01% 1081
2025
Q1
Sell
-146
Closed -$1.57K 1713
2024
Q4
$1.57K Hold
146
﹤0.01% 1669
2024
Q3
$1.56K Buy
+146
New +$1.56K ﹤0.01% 1570