Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$429K Sell
971
-451
-32% -$199K 0.04% 218
2025
Q1
$723K Sell
1,422
-171
-11% -$86.9K 0.07% 161
2024
Q4
$755K Buy
+1,593
New +$755K 0.05% 208