Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$507K Buy
5,668
+518
+10% +$46.3K 0.28% 103
2025
Q1
$391K Buy
5,150
+4,480
+669% +$340K 0.42% 75
2024
Q4
$51.8K Buy
+670
New +$51.8K 0.05% 481