Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,670
Closed -$32.5K 573
2025
Q1
$32.5K Buy
10,670
+6,447
+153% +$19.7K 0.03% 267
2024
Q4
$16.1K Buy
+4,223
New +$16.1K 0.02% 979