Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.15M Hold
2025
Q1
$1.08M Hold
2024
Q4
$1.01M Hold
2024
Q3
$752K Hold
2024
Q2
$803K Hold
2024
Q1
$838K Hold
2023
Q4
$724K Hold
2023
Q3
$684K Hold
2023
Q2
$873K Hold
2023
Q1
$1.09M Hold
2022
Q4
$1.26M Hold
2022
Q3
$1.14M Hold
2022
Q2
$1.34M Buy
2022
Q1
$752K Hold
2021
Q4
$939K Buy