Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$598K Buy
5,184
+1,924
+59% +$222K 0.33% 78
2025
Q1
$379K Buy
3,260
+3,230
+10,767% +$375K 0.4% 82
2024
Q4
$3.28K Buy
+30
New +$3.28K ﹤0.01% 1396