Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.42M Buy
9,736
+88
+0.9% +$30.9K 0.05% 198
2025
Q1
$3.05M Buy
9,648
+223
+2% +$70.6K 0.05% 199
2024
Q4
$3.18M Buy
9,425
+517
+6% +$174K 0.06% 199
2024
Q3
$2.84M Buy
8,908
+332
+4% +$106K 0.05% 218
2024
Q2
$2.76M Buy
8,576
+400
+5% +$129K 0.05% 205
2024
Q1
$2.84M Buy
8,176
+363
+5% +$126K 0.06% 206
2023
Q4
$2.84M Buy
7,813
+579
+8% +$210K 0.07% 210
2023
Q3
$2.15M Buy
7,234
+950
+15% +$283K 0.06% 215
2023
Q2
$2.08M Buy
+6,284
New +$2.08M 0.06% 221