Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$288K Buy
5,592
+42
+0.8% +$2.16K 0.05% 249
2025
Q1
$297K Buy
5,550
+39
+0.7% +$2.09K 0.06% 232
2024
Q4
$264K Buy
5,511
+459
+9% +$22K 0.04% 271
2024
Q3
$225K Buy
+5,052
New +$225K 0.04% 279