Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$401K Buy
695
+25
+4% +$14.4K 0.09% 230
2025
Q1
$379K Buy
670
+39
+6% +$22.1K 0.12% 200
2024
Q4
$379K Buy
631
+2
+0.3% +$1.2K 0.12% 204
2024
Q3
$366K Buy
+629
New +$366K 0.11% 215