Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.56M Sell
22,439
-27,549
-55% -$1.91M 0.09% 168
2025
Q1
$3.08M Buy
49,988
+23,532
+89% +$1.45M 0.12% 139
2024
Q4
$1.57M Buy
+26,456
New +$1.57M 0.17% 76