Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$576K Buy
8,309
+299
+4% +$20.7K 0.01% 279
2025
Q1
$484K Buy
8,010
+1,526
+24% +$92.2K 0.01% 293
2024
Q4
$328K Buy
+6,484
New +$328K 0.01% 264