Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$708K Buy
10,248
+3,980
+63% +$275K 0.01% 1300
2025
Q1
$281K Buy
6,268
+713
+13% +$32K ﹤0.01% 1743
2024
Q4
$234K Buy
+5,555
New +$234K ﹤0.01% 1830