Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$418K Sell
1,439
-51
-3% -$14.8K 0.04% 339
2025
Q1
$356K Sell
1,490
-61
-4% -$14.6K 0.05% 338
2024
Q4
$338K Buy
+1,551
New +$338K 0.05% 322