Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,290
Closed -$226K 514
2025
Q1
$226K Buy
1,290
+960
+291% +$168K 0.24% 179
2024
Q4
$69.2K Buy
+330
New +$69.2K 0.07% 374