Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$336K Sell
11,214
-6,526
-37% -$196K 0.19% 192
2025
Q1
$389K Buy
17,740
+17,200
+3,185% +$377K 0.42% 76
2024
Q4
$11.9K Buy
+540
New +$11.9K 0.01% 1092