Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$631K Sell
14,247
-16,258
-53% -$720K ﹤0.01% 1564
2025
Q1
$1.01M Buy
30,505
+1,466
+5% +$48.6K 0.01% 1237
2024
Q4
$1.06M Buy
29,039
+888
+3% +$32.4K 0.01% 1192
2024
Q3
$797K Buy
28,151
+441
+2% +$12.5K ﹤0.01% 1357
2024
Q2
$714K Buy
+27,710
New +$714K ﹤0.01% 1370