Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.05M Buy
2025
Q1
$1.08M Buy
2024
Q4
$882K Hold
2024
Q3
$818K Hold
2024
Q2
$785K Hold
2024
Q1
$766K Hold
2023
Q4
$671K Hold
2023
Q3
$647K Hold
2023
Q2
$635K Hold
2023
Q1
$638K Hold
2022
Q4
$635K Hold
2022
Q3
$579K Hold
2022
Q2
$566K Hold
2022
Q1
$648K Hold
2021
Q4
$545K Buy