Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$426K Buy
+3,074
New +$426K 0.23% 135
2025
Q1
Sell
-2,470
Closed -$329K 804
2024
Q4
$329K Buy
+2,470
New +$329K 0.32% 54