Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.3M Sell
3,673
-615
-14% -$218K 0.85% 26
2025
Q1
$1.5M Hold
4,288
1.19% 26
2024
Q4
$1.36M Buy
+4,288
New +$1.36M 1.36% 23