Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.02M Hold
2025
Q1
$1.06M Buy
2024
Q4
$1.08M Hold
2024
Q3
$1.05M Sell
2024
Q2
$1.03M Buy
2024
Q1
$850K Buy
2023
Q4
$857K Hold
2023
Q3
$803K Hold
2023
Q2
$700K Hold
2023
Q1
$704K Hold
2022
Q4
$719K Hold
2022
Q3
$648K Hold
2022
Q2
$561K Hold
2022
Q1
$624K Hold
2021
Q4
$628K Hold
2021
Q3
$552K Hold
2021
Q2
$517K Hold
2021
Q1
$534K Hold
2020
Q4
$445K Hold
2020
Q3
$342K Hold
2020
Q2
$360K Buy