Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$654K Buy
+830
New +$654K 0.36% 70
2025
Q1
Sell
-40
Closed -$25.1K 875
2024
Q4
$25.1K Buy
+40
New +$25.1K 0.02% 780