Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$879K Buy
5,772
+1,982
+52% +$302K 0.06% 237
2025
Q1
$557K Buy
3,790
+620
+20% +$91.1K 0.06% 272
2024
Q4
$409K Buy
3,170
+675
+27% +$87.1K 0.05% 278
2024
Q3
$341K Buy
+2,495
New +$341K 0.07% 236