Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$264K Buy
+14,788
New +$264K 0.15% 247
2025
Q1
Sell
-327
Closed -$5.19K 316
2024
Q4
$5.19K Buy
+327
New +$5.19K 0.01% 1308