Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$315K Buy
53,542
+1,823
+4% +$10.7K ﹤0.01% 1283
2025
Q1
$633K Buy
51,719
+617
+1% +$7.55K ﹤0.01% 950
2024
Q4
$647K Buy
51,102
+8,699
+21% +$110K ﹤0.01% 958
2024
Q3
$374K Buy
42,403
+883
+2% +$7.78K ﹤0.01% 1665
2024
Q2
$498K Buy
41,520
+7,493
+22% +$89.8K ﹤0.01% 1408
2024
Q1
$620K Hold
34,027
﹤0.01% 1210
2023
Q4
$1.07M Buy
+34,027
New +$1.07M 0.01% 849