Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.16M Buy
92,680
+11,926
+15% +$149K 0.05% 223
2025
Q1
$978K Buy
80,754
+13,000
+19% +$157K 0.05% 231
2024
Q4
$781K Hold
67,754
0.03% 291
2024
Q3
$772K Buy
67,754
+48,702
+256% +$555K 0.04% 290
2024
Q2
$219K Buy
+19,052
New +$219K 0.01% 440