Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,750
Closed -$384K 544
2025
Q1
$384K Buy
2,750
+2,600
+1,733% +$364K 0.41% 80
2024
Q4
$25K Buy
+150
New +$25K 0.02% 783