Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$346K Sell
11,759
-491
-4% -$14.5K 0.19% 181
2025
Q1
$265K Buy
12,250
+9,480
+342% +$205K 0.28% 147
2024
Q4
$62.4K Buy
+2,770
New +$62.4K 0.06% 417