Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$599K Hold
2025
Q1
$619K Hold
2024
Q4
$629K Hold
2024
Q3
$693K Hold
2024
Q2
$657K Hold
2024
Q1
$641K Hold
2023
Q4
$726K Buy
2023
Q3
$734K Hold
2023
Q2
$686K Hold
2023
Q1
$631K Hold
2022
Q4
$577K Hold
2022
Q3
$484K Buy
2022
Q1
$773K Sell
2021
Q4
$844K Hold
2021
Q3
$960K Buy
2021
Q2
$774K Buy