Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$205K Buy
735
+2
+0.3% +$558 0.15% 83
2025
Q1
$228K Buy
733
+2
+0.3% +$623 0.18% 74
2024
Q4
$191K Buy
+731
New +$191K 0.15% 81