Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$925K Buy
1,972
+77
+4% +$36.1K 0.44% 65
2025
Q1
$882K Buy
1,895
+736
+64% +$343K 0.45% 61
2024
Q4
$485K Buy
1,159
+50
+5% +$20.9K 0.26% 104
2024
Q3
$529K Buy
+1,109
New +$529K 0.29% 102