Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$926K Hold
2025
Q1
$874K Hold
2024
Q4
$820K Hold
2024
Q3
$6.69K Buy
2024
Q2
$529K Hold
2024
Q1
$689K Hold
2023
Q4
$719K Buy
2023
Q3
$702K Buy
2023
Q2
$498K Hold
2023
Q1
$473K Hold
2022
Q4
$481K Hold
2022
Q3
$511K Buy
2022
Q1
$727K Sell
2021
Q4
$727K Hold
2021
Q3
$885K Buy
2021
Q2
$55K Buy