Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$835K Buy
12,029
+522
+5% +$36.2K 0.55% 33
2025
Q1
$710K Hold
11,507
0.56% 42
2024
Q4
$681K Buy
+11,507
New +$681K 0.68% 40