Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$213K Buy
21,960
+5,940
+37% +$57.7K 0.12% 292
2025
Q1
$160K Buy
16,020
+11,370
+245% +$113K 0.17% 213
2024
Q4
$41.2K Buy
+4,650
New +$41.2K 0.04% 578