Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$212K Sell
2,064
-1,996
-49% -$205K 0.12% 294
2025
Q1
$355K Buy
4,060
+3,850
+1,833% +$337K 0.38% 100
2024
Q4
$21.1K Buy
+210
New +$21.1K 0.02% 850