Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$727K Buy
2,700
+1,430
+113% +$385K 0.4% 56
2025
Q1
$322K Sell
1,270
-2,121
-63% -$538K 0.34% 116
2024
Q4
$795K Buy
+3,391
New +$795K 0.77% 12