Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,868
Closed -$16.7K 467
2025
Q1
$16.7K Buy
1,868
+265
+17% +$2.38K 0.02% 282
2024
Q4
$15.6K Buy
+1,603
New +$15.6K 0.02% 995