Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$342K Sell
1,632
-378
-19% -$79.1K 0.19% 186
2025
Q1
$365K Sell
2,010
-114
-5% -$20.7K 0.39% 96
2024
Q4
$403K Buy
+2,124
New +$403K 0.39% 42