Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$216K Buy
10,677
+2,738
+34% +$55.4K 0.01% 746
2025
Q1
$109K Buy
7,939
+265
+3% +$3.64K 0.01% 991
2024
Q4
$91K Buy
+7,674
New +$91K ﹤0.01% 1064