Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$296K Sell
5,454
-394
-7% -$21.4K 0.02% 324
2025
Q1
$295K Buy
5,848
+556
+11% +$28K 0.02% 309
2024
Q4
$240K Buy
5,292
+258
+5% +$11.7K 0.02% 338
2024
Q3
$239K Hold
5,034
0.02% 341
2024
Q2
$231K Buy
+5,034
New +$231K 0.02% 310