Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$139K Sell
16,502
-932
-5% -$7.86K 0.01% 717
2025
Q1
$141K Sell
17,434
-155
-0.9% -$1.26K 0.01% 692
2024
Q4
$121K Sell
17,589
-20
-0.1% -$138 0.01% 758
2024
Q3
$129K Buy
17,609
+17,268
+5,064% +$126K 0.02% 631
2024
Q2
$2.6K Buy
+341
New +$2.6K ﹤0.01% 2115