Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.69M Buy
7,587
+2,468
+48% +$876K 0.5% 39
2025
Q1
$1.79M Buy
5,119
+2,353
+85% +$825K 0.37% 52
2024
Q4
$874K Buy
+2,766
New +$874K 0.19% 91