Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$333K Sell
860
-120
-12% -$46.4K 0.18% 196
2025
Q1
$376K Buy
980
+663
+209% +$254K 0.4% 86
2024
Q4
$141K Buy
+317
New +$141K 0.14% 185