Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.13M Buy
8,456
+177
+2% +$23.6K 0.12% 190
2025
Q1
$1.08M Buy
8,279
+1,583
+24% +$207K 0.14% 160
2024
Q4
$757K Buy
+6,696
New +$757K 0.11% 190