Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$459K Buy
8,734
+2,524
+41% +$133K 0.25% 121
2025
Q1
$284K Buy
6,210
+4,600
+286% +$211K 0.3% 139
2024
Q4
$76.5K Buy
+1,610
New +$76.5K 0.07% 341