Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$785K Buy
11,445
+43
+0.4% +$2.95K 0.08% 238
2025
Q1
$636K Buy
11,402
+2,278
+25% +$127K 0.08% 243
2024
Q4
$541K Buy
+9,124
New +$541K 0.08% 245