Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.03M Buy
+1,851
New +$1.03M 0.57% 39
2025
Q1
Sell
-250
Closed -$174K 831
2024
Q4
$174K Buy
+250
New +$174K 0.17% 137