Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$412K Buy
1,187
+61
+5% +$21.2K 0.04% 412
2025
Q1
$357K Buy
1,126
+65
+6% +$20.6K 0.03% 433
2024
Q4
$359K Buy
1,061
+145
+16% +$49K 0.04% 403
2024
Q3
$298K Buy
916
+237
+35% +$77.1K 0.04% 384
2024
Q2
$219K Buy
679
+60
+10% +$19.3K 0.04% 359
2024
Q1
$215K Buy
619
+311
+101% +$108K 0.04% 342
2023
Q4
$111K Buy
+308
New +$111K 0.03% 413