Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$291K Sell
4,200
-425
-9% -$29.5K 0.27% 72
2025
Q1
$285K Hold
4,625
0.29% 68
2024
Q4
$274K Buy
+4,625
New +$274K 0.27% 65