Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,122
Closed -$78.1K 2171
2025
Q1
$78.1K Sell
10,122
-25,103
-71% -$194K ﹤0.01% 1886
2024
Q4
$362K Buy
+35,225
New +$362K ﹤0.01% 1591