Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$418K Buy
+22,501
New +$418K 0.23% 139
2025
Q1
Sell
-440
Closed -$5.85K 432
2024
Q4
$5.85K Buy
+440
New +$5.85K 0.01% 1283