Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$246K Buy
1,403
+123
+10% +$21.6K ﹤0.01% 1055
2025
Q1
$232K Buy
1,280
+17
+1% +$3.08K ﹤0.01% 1007
2024
Q4
$264K Buy
1,263
+13
+1% +$2.72K ﹤0.01% 1008
2024
Q3
$268K Buy
+1,250
New +$268K ﹤0.01% 986