Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$717K Sell
4,759
-107
-2% -$16.1K 0.39% 58
2025
Q1
$510K Buy
4,866
+4,856
+48,560% +$509K 0.55% 48
2024
Q4
$1.63K Buy
+10
New +$1.63K ﹤0.01% 1481