Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.66M Sell
52,681
-51,251
-49% -$3.56M 1.41% 25
2025
Q1
$6.41M Buy
103,932
+203
+0.2% +$12.5K 1.75% 27
2024
Q4
$6.14M Buy
+103,729
New +$6.14M 1.71% 27