Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.4M Buy
152,514
+19,945
+15% +$314K 0.03% 454
2025
Q1
$1.57M Buy
132,569
+33,617
+34% +$399K 0.02% 517
2024
Q4
$1.28M Buy
98,952
+73,299
+286% +$946K 0.01% 572
2024
Q3
$327K Buy
25,653
+5,333
+26% +$68K ﹤0.01% 978
2024
Q2
$287K Buy
20,320
+850
+4% +$12K ﹤0.01% 1050
2024
Q1
$377K Hold
19,470
﹤0.01% 1011
2023
Q4
$292K Buy
+19,470
New +$292K ﹤0.01% 1076