Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.74M Hold
5,718
1.35% 21
2025
Q1
$1.53M Hold
5,718
1.4% 22
2024
Q4
$1.41M Buy
+5,718
New +$1.41M 1.3% 26