Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,640
Closed -$258K 571
2025
Q1
$258K Buy
1,640
+1,590
+3,180% +$250K 0.28% 151
2024
Q4
$8.77K Buy
+50
New +$8.77K 0.01% 1182