Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$252K Sell
1,766
-798
-31% -$114K 0.02% 340
2025
Q1
$323K Sell
2,564
-121
-5% -$15.2K 0.03% 325
2024
Q4
$376K Buy
+2,685
New +$376K 0.03% 364