Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$894K Hold
2025
Q1
$778K Hold
2024
Q4
$808K Hold
2024
Q3
$763K Hold
2024
Q2
$660K Hold
2024
Q1
$569K Hold
2023
Q4
$512K Buy
2023
Q3
$287K Hold
2023
Q2
$333K Hold
2023
Q1
$323K Hold
2022
Q4
$303K Buy
2022
Q3
$174K Buy
2022
Q1
$221K Hold
2021
Q4
$223K Hold
2021
Q3
$222K Hold
2021
Q2
$245K Buy