Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$748K Buy
20,860
+2,450
+13% +$87.9K 0.03% 328
2025
Q1
$571K Buy
+18,410
New +$571K 0.03% 341
2024
Q2
Hold
0
703
2024
Q1
Hold
0
684
2023
Q4
Hold
0
676
2023
Q3
Hold
0
676
2022
Q1
Hold
0
1014
2021
Q4
Hold
0
1066