Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$437K Sell
9,863
-5,927
-38% -$263K 0.04% 214
2025
Q1
$524K Sell
15,790
-1,594
-9% -$52.9K 0.05% 209
2024
Q4
$634K Buy
+17,384
New +$634K 0.04% 244