Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$397K Sell
832
-395
-32% -$188K 0.04% 230
2025
Q1
$450K Buy
1,227
+95
+8% +$34.9K 0.04% 241
2024
Q4
$457K Buy
+1,132
New +$457K 0.03% 309