Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$416K Hold
20,600
﹤0.01% 695
2025
Q1
$283K Buy
20,600
+6,500
+46% +$89.3K ﹤0.01% 738
2024
Q4
$167K Buy
+14,100
New +$167K ﹤0.01% 765