Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-17,071
Closed -$113K 576
2025
Q1
$113K Buy
17,071
+15,761
+1,203% +$104K 0.12% 221
2024
Q4
$6.73K Buy
+1,310
New +$6.73K 0.01% 1251