Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$403K Buy
2,980
+1,360
+84% +$184K 0.22% 146
2025
Q1
$208K Buy
1,620
+1,330
+459% +$170K 0.22% 195
2024
Q4
$45.4K Buy
+290
New +$45.4K 0.04% 532