Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$272K Buy
+2,411
New +$272K 0.15% 241
2025
Q1
Sell
-160
Closed -$17.1K 303
2024
Q4
$17.1K Buy
+160
New +$17.1K 0.02% 954