Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$29.3K Sell
15,443
-797
-5% -$1.51K 0.02% 423
2025
Q1
$25.7K Buy
16,240
+3,100
+24% +$4.9K 0.03% 275
2024
Q4
$49K Buy
+13,140
New +$49K 0.05% 503