Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$71.7K Sell
80
-12
-13% -$10.7K 0.02% 317
2025
Q1
$62.5K Buy
+92
New +$62.5K 0.02% 332
2024
Q3
Sell
-79
Closed -$65.1K 717
2024
Q2
$65.1K Buy
+79
New +$65.1K 0.02% 324