Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$248K Buy
+13,215
New +$248K 0.14% 258
2025
Q1
Sell
-3,950
Closed -$89.2K 1222
2024
Q4
$89.2K Buy
+3,950
New +$89.2K 0.09% 298