Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$573K Hold
2025
Q1
$669K Hold
2024
Q4
$579K Hold
2024
Q3
$604K Hold
2024
Q2
$626K Hold
2024
Q1
$639K Hold
2023
Q4
$609K Hold
2023
Q3
$666K Hold
2023
Q2
$629K Hold
2023
Q1
$683K Hold
2022
Q4
$718K Hold
2022
Q3
$575K Buy
2022
Q1
$651K Hold
2021
Q4
$469K Hold
2021
Q3
$417K Hold
2021
Q2
$419K Buy