Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$890K Hold
2025
Q1
$882K Hold
2024
Q4
$1.02M Hold
2024
Q3
$1.16M Hold
2024
Q2
$1.28M Hold
2024
Q1
$1.08M Buy
2023
Q4
$1.03M Buy
2023
Q3
$495K Hold
2023
Q2
$465K Hold
2023
Q1
$361K Buy
2022
Q4
$305K Hold
2022
Q3
$249K Buy
2022
Q1
$412K Hold
2021
Q4
$513K Hold
2021
Q3
$523K Hold
2021
Q2
$530K Buy