Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$544K Buy
85,255
+543
+0.6% +$3.46K 0.06% 305
2025
Q1
$514K Buy
84,712
+27,128
+47% +$165K 0.07% 278
2024
Q4
$377K Buy
+57,584
New +$377K 0.05% 305