Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$293K Buy
12,234
+5,673
+86% +$136K 0.04% 376
2025
Q1
$232K Sell
6,561
-2,020
-24% -$71.5K 0.04% 433
2024
Q4
$339K Buy
+8,581
New +$339K 0.09% 277