Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$314K Sell
22,506
-3,544
-14% -$49.4K 0.17% 208
2025
Q1
$448K Buy
26,050
+25,860
+13,611% +$444K 0.48% 58
2024
Q4
$3.83K Buy
+190
New +$3.83K ﹤0.01% 1369