Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.76M Sell
1,967
-1,238
-39% -$1.11M 0.07% 229
2025
Q1
$2.18M Sell
3,205
-2,645
-45% -$1.8M 0.09% 215
2024
Q4
$3.69M Sell
5,850
-219
-4% -$138K 0.19% 112
2024
Q3
$4.7M Buy
+6,069
New +$4.7M 0.23% 94