Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.14M Hold
3,257
0.01% 390
2025
Q1
$1.03M Buy
3,257
+400
+14% +$127K 0.01% 424
2024
Q4
$964K Hold
2,857
0.01% 429
2024
Q3
$910K Hold
2,857
0.01% 443
2024
Q2
$919K Hold
2,857
0.01% 417
2024
Q1
$992K Buy
+2,857
New +$992K 0.01% 380
2020
Q2
Sell
-99
Closed -$23K 1218
2020
Q1
$23K Buy
+99
New +$23K ﹤0.01% 1014
2018
Q1
Sell
-426
Closed -$62K 981
2017
Q4
$62K Buy
+426
New +$62K ﹤0.01% 783