Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.3M Sell
7,392
-167
-2% -$29.3K 0.05% 257
2025
Q1
$1.37M Sell
7,559
-37
-0.5% -$6.7K 0.06% 262
2024
Q4
$1.59M Buy
7,596
+537
+8% +$112K 0.08% 184
2024
Q3
$1.51M Buy
+7,059
New +$1.51M 0.08% 190