Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.02M Buy
+82,643
New +$2.02M 0.17% 189
2024
Q4
Sell
-72,358
Closed -$2.6M 988
2024
Q3
$2.6M Buy
+72,358
New +$2.6M 0.31% 56