Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$475K Buy
+3,272
New +$475K 0.26% 112
2025
Q1
Sell
-360
Closed -$37.4K 961
2024
Q4
$37.4K Buy
+360
New +$37.4K 0.04% 614