| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Charter Capital Management LLC\DE Charter Capital Management LLC\DE | 8,845 | $239,699.89 | $307,982.9 | $68,283.01 | 28.49% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 583 | $15,882.78 | $20,300.06 | $4,417.28 | 27.81% |