Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$364K Buy
4,479
+712
+19% +$57.9K 0.04% 369
2025
Q1
$294K Buy
3,767
+99
+3% +$7.72K 0.04% 381
2024
Q4
$365K Buy
+3,668
New +$365K 0.05% 309