Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$37.8K Sell
11,515
-6,085
-35% -$20K 0.02% 410
2025
Q1
$67.8K Buy
17,600
+6,260
+55% +$24.1K 0.07% 243
2024
Q4
$43.8K Buy
+11,340
New +$43.8K 0.04% 546