Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.97M Buy
9,580
+859
+10% +$176K 1.48% 21
2025
Q1
$1.94M Hold
8,721
1.41% 21
2024
Q4
$2.18M Buy
+8,721
New +$2.18M 1.6% 21