Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$358K Sell
1,662
-20
-1% -$4.31K 0.04% 373
2025
Q1
$346K Buy
1,682
+12
+0.7% +$2.47K 0.04% 347
2024
Q4
$321K Buy
+1,670
New +$321K 0.05% 327