Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$936K Buy
13,540
+8,417
+164% +$582K 0.04% 274
2025
Q1
$232K Buy
+5,123
New +$232K 0.01% 484
2024
Q4
Hold
0
646
2024
Q3
Hold
0
603
2024
Q2
Hold
0
579
2024
Q1
Hold
0
570
2023
Q4
Hold
0
544
2023
Q3
Hold
0
571
2023
Q2
Hold
0
597