Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$674K Buy
841
+55
+7% +$44.1K 0.15% 142
2025
Q1
$521K Sell
786
-11
-1% -$7.29K 0.16% 150
2024
Q4
$553K Sell
797
-258
-24% -$179K 0.17% 157
2024
Q3
$879K Buy
+1,055
New +$879K 0.26% 65