Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.08M Sell
38,268
-115
-0.3% -$3.25K 0.11% 194
2025
Q1
$1.04M Sell
38,383
-881
-2% -$23.9K 0.14% 167
2024
Q4
$856K Buy
+39,264
New +$856K 0.12% 169