Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$492K Buy
3,636
+1,619
+80% +$219K 0.08% 475
2025
Q1
$258K Buy
2,017
+135
+7% +$17.3K 0.04% 720
2024
Q4
$294K Buy
+1,882
New +$294K 0.05% 639