Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$633K Buy
2025
Q1
$544K Buy
2024
Q4
$623K Hold
2024
Q3
$529K Hold
2024
Q2
$548K Buy
2024
Q1
$508K Buy
2023
Q4
$423K Hold
2023
Q3
$354K Hold
2023
Q2
$363K Hold
2023
Q1
$288K Buy
2022
Q2
Sell
2022
Q1
$352K Buy
2021
Q4
$350K Hold
2021
Q3
$345K Hold
2021
Q2
$362K Hold
2021
Q1
$326K Hold
2020
Q4
$342K Hold
2020
Q3
$331K Buy
2020
Q2
$218K Buy