Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$757K Hold
2025
Q1
$846K Hold
2024
Q4
$762K Hold
2024
Q3
$734K Hold
2024
Q2
$623K Buy
2024
Q1
$644K Buy
2023
Q4
$471K Buy
2020
Q1
Sell
2019
Q4
$795K Buy
2019
Q3
$702K Buy