Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$104K Buy
11,952
+400
+3% +$3.48K 0.03% 256
2025
Q1
$101K Buy
11,552
+100
+0.9% +$871 0.03% 243
2024
Q4
$123K Buy
+11,452
New +$123K 0.04% 237