Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.02M Hold
267,398
﹤0.01% 1925
2025
Q1
$1.07M Buy
267,398
+15,924
+6% +$64K ﹤0.01% 1874
2024
Q4
$1.05M Hold
251,474
﹤0.01% 1924
2024
Q3
$606K Hold
251,474
﹤0.01% 2115
2024
Q2
$533K Hold
251,474
﹤0.01% 2132
2024
Q1
$631K Hold
251,474
﹤0.01% 2038
2023
Q4
$661K Hold
251,474
﹤0.01% 2006
2023
Q3
$636K Hold
251,474
﹤0.01% 2034
2023
Q2
$787K Hold
251,474
﹤0.01% 1967
2023
Q1
$910K Buy
+251,474
New +$910K ﹤0.01% 1908
2022
Q4
Sell
-191,474
Closed -$695K 2528
2022
Q3
$695K Buy
191,474
+60,000
+46% +$218K ﹤0.01% 1943
2022
Q2
$864K Buy
+131,474
New +$864K ﹤0.01% 1889