Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$655K Hold
2025
Q1
$636K Hold
2024
Q4
$642K Hold
2024
Q3
$667K Hold
2024
Q2
$604K Hold
2024
Q1
$712K Hold
2023
Q4
$661K Hold
2023
Q3
$555K Hold
2023
Q2
$658K Hold
2023
Q1
$556K Buy
2022
Q4
$497K Buy