Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$362K Buy
7,696
+2,785
+57% +$131K 0.2% 172
2025
Q1
$213K Buy
4,911
+1,571
+47% +$68.3K 0.23% 188
2024
Q4
$149K Buy
+3,340
New +$149K 0.14% 169