Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.69M Buy
24,352
+309
+1% +$21.4K 0.83% 24
2025
Q1
$1.48M Sell
24,043
-366
-1% -$22.6K 0.82% 31
2024
Q4
$1.45M Buy
+24,409
New +$1.45M 0.77% 29