Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$349K Buy
+442
New +$349K 0.14% 146
2024
Q2
Sell
-49,657
Closed -$50K 88
2024
Q1
$50K Buy
+49,657
New +$50K ﹤0.01% 535