Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$113K Buy
+17,256
New +$113K 0.06% 346
2025
Q1
Sell
-5,380
Closed -$49.9K 778
2024
Q4
$49.9K Buy
+5,380
New +$49.9K 0.05% 495