Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$345K Hold
430
0.13% 130
2025
Q1
$285K Sell
430
-5
-1% -$3.31K 0.12% 140
2024
Q4
$302K Buy
435
+148
+52% +$103K 0.11% 152
2024
Q3
$239K Buy
+287
New +$239K 0.08% 178