Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,470
Closed -$742K 560
2025
Q1
$742K Buy
4,470
+4,370
+4,370% +$725K 0.79% 18
2024
Q4
$19.7K Buy
+100
New +$19.7K 0.02% 885