Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$211K Sell
5,059
-158
-3% -$6.6K 0.34% 131
2025
Q1
$220K Sell
5,217
-1,884
-27% -$79.5K 0.26% 164
2024
Q4
$345K Buy
+7,101
New +$345K 0.36% 71
2020
Q4
Sell
-4,655
Closed -$493K 208
2020
Q3
$493K Buy
+4,655
New +$493K 0.25% 74