Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$577K Buy
12,006
+1,276
+12% +$61.4K 0.32% 83
2025
Q1
$521K Buy
10,730
+4,240
+65% +$206K 0.56% 46
2024
Q4
$317K Buy
+6,490
New +$317K 0.31% 61