Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$494K Buy
19,891
+9,441
+90% +$235K 0.27% 109
2025
Q1
$311K Buy
10,450
+6,660
+176% +$198K 0.33% 122
2024
Q4
$103K Buy
+3,790
New +$103K 0.1% 249