Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$303K Hold
2,992
0.04% 130
2025
Q1
$318K Hold
2,992
0.04% 127
2024
Q4
$328K Hold
2,992
0.04% 124
2024
Q3
$433K Hold
2,992
0.06% 117
2024
Q2
$437K Hold
2,992
0.06% 115
2024
Q1
$430K Buy
2,992
+792
+36% +$114K 0.06% 115
2023
Q4
$206K Buy
+2,200
New +$206K 0.03% 151