Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.06M Sell
2,773
-261
-9% -$99.8K 0.11% 195
2025
Q1
$1.06M Buy
3,034
+1,357
+81% +$473K 0.14% 164
2024
Q4
$692K Buy
+1,677
New +$692K 0.1% 203