Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$304K Sell
339
-3
-0.9% -$2.69K 0.06% 140
2025
Q1
$232K Buy
342
+15
+5% +$10.2K 0.05% 146
2024
Q4
$206K Buy
+327
New +$206K 0.04% 138