Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.35M Hold
2025
Q1
$1.2M Buy
2024
Q4
$773K Buy
2024
Q3
$575K Hold
2024
Q2
$513K Buy
2024
Q1
$519K Hold
2023
Q4
$525K Hold
2023
Q3
$559K Hold
2023
Q2
$538K Hold
2023
Q1
$544K Hold
2022
Q4
$495K Hold
2022
Q3
$416K Buy
2013
Q4
Sell
2013
Q3
$25K Sell
2013
Q2
$48K Buy