Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$871K Hold
17,453
0.03% 301
2025
Q1
$577K Buy
17,453
+67
+0.4% +$2.22K 0.02% 327
2024
Q4
$667K Sell
17,386
-3,637
-17% -$140K 0.03% 267
2024
Q3
$703K Buy
+21,023
New +$703K 0.03% 256