Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3K Sell
15
-25
-63% -$5K ﹤0.01% 691
2025
Q1
$5K Buy
+40
New +$5K ﹤0.01% 642
2024
Q4
Sell
-27
Closed -$4K 742
2024
Q3
$4K Buy
+27
New +$4K ﹤0.01% 615