Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-13,468
Closed -$52.8K 446
2025
Q1
$52.8K Sell
13,468
-6,770
-33% -$26.5K ﹤0.01% 457
2024
Q4
$107K Buy
+20,238
New +$107K 0.01% 557