Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$946K Sell
13,639
-17
-0.1% -$1.18K 0.19% 87
2025
Q1
$843K Sell
13,656
-1,948
-12% -$120K 0.18% 85
2024
Q4
$924K Buy
15,604
+186
+1% +$11K 0.2% 88
2024
Q3
$821K Sell
15,418
-2,074
-12% -$110K 0.19% 83
2024
Q2
$831K Sell
17,492
-2,888
-14% -$137K 0.2% 81
2024
Q1
$1.02M Sell
20,380
-9,197
-31% -$459K 0.25% 75
2023
Q4
$1.49M Buy
+29,577
New +$1.49M 0.36% 56