Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$610K Buy
4,154
+1,047
+34% +$154K 0.19% 172
2025
Q1
$488K Buy
3,107
+832
+37% +$131K 0.17% 191
2024
Q4
$240K Buy
+2,275
New +$240K 0.08% 270