Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$815K Buy
7,066
+144
+2% +$16.6K 0.45% 44
2025
Q1
$661K Buy
6,922
+5,722
+477% +$546K 0.71% 31
2024
Q4
$128K Buy
+1,200
New +$128K 0.12% 206