Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$504K Buy
9,285
+765
+9% +$41.5K 0.28% 106
2025
Q1
$517K Buy
8,520
+7,160
+526% +$435K 0.55% 47
2024
Q4
$82.4K Buy
+1,360
New +$82.4K 0.08% 318