Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$78.9K Buy
+16,965
New +$78.9K 0.13% 167
2022
Q2
Sell
-11,505
Closed -$103K 289
2022
Q1
$103K Buy
+11,505
New +$103K 0.03% 311