Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$609K Buy
2,003
+334
+20% +$102K 0.03% 320
2025
Q1
$448K Buy
1,669
+292
+21% +$78.4K 0.02% 360
2024
Q4
$339K Buy
1,377
+223
+19% +$54.9K 0.02% 449
2024
Q3
$264K Buy
1,154
+5
+0.4% +$1.15K 0.02% 526
2024
Q2
$232K Buy
1,149
+114
+11% +$23K 0.02% 530
2024
Q1
$202K Buy
+1,035
New +$202K 0.03% 241