Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$774K Hold
2025
Q1
$809K Buy
2024
Q4
$499K Buy
2024
Q3
$457K Hold
2024
Q2
$442K Buy
2024
Q1
$408K Hold
2023
Q4
$423K Hold
2023
Q3
$488K Hold
2023
Q2
$539K Hold
2023
Q1
$600K Hold
2022
Q4
$753K Hold
2022
Q3
$643K Buy
2013
Q4
Sell
2013
Q3
$27K Sell
2013
Q2
$43K Buy