Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.49M Buy
8,468
+1,875
+28% +$550K 0.04% 214
2025
Q1
$1.61M Buy
6,593
+209
+3% +$50.9K 0.03% 242
2024
Q4
$1.53M Buy
+6,384
New +$1.53M 0.04% 195