Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$560K Buy
2025
Q1
$475K Hold
2024
Q4
$442K Hold
2024
Q3
$392K Hold
2024
Q2
$320K Hold
2024
Q1
$320K Buy
2023
Q4
$244K Hold
2023
Q3
$209K Hold
2023
Q2
$234K Hold
2023
Q1
$217K Hold
2022
Q4
$187K Hold
2022
Q3
$173K Buy
2022
Q1
$188K Hold
2021
Q4
$192K Hold
2021
Q3
$203K Buy
2021
Q2
$86K Buy