Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.21M Sell
3,116
-45
-1% -$17.4K 0.23% 84
2025
Q1
$1.21M Sell
3,161
-23
-0.7% -$8.82K 0.25% 79
2024
Q4
$1.42M Buy
+3,184
New +$1.42M 0.31% 67