Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$19.4K Buy
868
+25
+3% +$560 0.02% 493
2025
Q1
$19.1K Buy
843
+280
+50% +$6.36K 0.02% 484
2024
Q4
$11.3K Buy
+563
New +$11.3K 0.01% 591