Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$820K Buy
18,514
+297
+2% +$13.2K 0.01% 630
2025
Q1
$604K Buy
18,217
+485
+3% +$16.1K ﹤0.01% 908
2024
Q4
$646K Sell
17,732
-3,386
-16% -$123K ﹤0.01% 673
2024
Q3
$598K Buy
21,118
+2,267
+12% +$64.2K ﹤0.01% 661
2024
Q2
$486K Buy
18,851
+4,922
+35% +$127K ﹤0.01% 653
2024
Q1
$347K Buy
+13,929
New +$347K ﹤0.01% 750