Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$230K Hold
1,000
﹤0.01% 254
2025
Q1
$220K Hold
1,000
﹤0.01% 263
2024
Q4
$247K Hold
1,000
﹤0.01% 250
2024
Q3
$235K Hold
1,000
﹤0.01% 256
2024
Q2
$245K Hold
1,000
0.01% 252
2024
Q1
$247K Buy
+1,000
New +$247K 0.01% 241