Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$974K Buy
2025
Q1
$750K Hold
2024
Q4
$864K Hold
2024
Q3
$728K Hold
2024
Q2
$761K Hold
2024
Q1
$705K Hold
2023
Q4
$585K Buy
2023
Q3
$122K Hold
2023
Q2
$123K Hold
2023
Q1
$98K Buy
2022
Q4
$70.6K Hold
2022
Q3
$95K Buy
2022
Q1
$137K Hold
2021
Q4
$140K Hold
2021
Q3
$138K Hold
2021
Q2
$144K Buy