Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$916K Buy
135,333
+38,010
+39% +$257K 0.02% 824
2025
Q1
$501K Hold
97,323
0.01% 915
2024
Q4
$555K Buy
97,323
+4,213
+5% +$24K 0.01% 888
2024
Q3
$645K Hold
93,110
0.02% 852
2024
Q2
$558K Buy
+93,110
New +$558K 0.02% 871