Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$965K Buy
5,083
+1,564
+44% +$297K 0.1% 213
2025
Q1
$609K Buy
3,519
+375
+12% +$64.9K 0.08% 252
2024
Q4
$552K Buy
+3,144
New +$552K 0.08% 241