Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$95.2K Buy
165
+6
+4% +$3.46K 0.03% 277
2025
Q1
$89.9K Buy
+159
New +$89.9K 0.03% 284
2024
Q3
Sell
-211
Closed -$102K 816
2024
Q2
$102K Buy
+211
New +$102K 0.03% 269