Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$450K Hold
3,615
0.12% 68
2025
Q1
$354K Buy
3,615
+200
+6% +$19.6K 0.14% 64
2024
Q4
$369K Buy
+3,415
New +$369K 0.15% 59