Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$685K Buy
19,977
+3,404
+21% +$117K 0.03% 403
2025
Q1
$614K Buy
16,573
+3,777
+30% +$140K 0.03% 395
2024
Q4
$495K Buy
12,796
+2,423
+23% +$93.8K 0.03% 392
2024
Q3
$364K Buy
+10,373
New +$364K 0.02% 430