Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$177K Buy
221
+19
+9% +$15.2K 0.09% 139
2025
Q1
$134K Buy
202
+67
+50% +$44.4K 0.07% 143
2024
Q4
$93.6K Buy
+135
New +$93.6K 0.05% 160