Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$621K Sell
24,058
-6,602
-22% -$170K 0.07% 282
2025
Q1
$731K Buy
30,660
+263
+0.9% +$6.27K 0.09% 220
2024
Q4
$993K Buy
+30,397
New +$993K 0.14% 152