Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$362K Sell
1,626
-44
-3% -$9.81K 0.09% 132
2025
Q1
$343K Sell
1,670
-28
-2% -$5.76K 0.09% 145
2024
Q4
$310K Sell
1,698
-118
-6% -$21.6K 0.08% 158
2024
Q3
$374K Sell
1,816
-212
-10% -$43.6K 0.1% 140
2024
Q2
$355K Sell
2,028
-176
-8% -$30.8K 0.1% 161
2024
Q1
$379K Sell
2,204
-284
-11% -$48.8K 0.11% 168
2023
Q4
$375K Buy
+2,488
New +$375K 0.11% 171