Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$824K Hold
2025
Q1
$695K Sell
2024
Q4
$659K Hold
2024
Q3
$680K Hold
2024
Q2
$624K Hold
2024
Q1
$667K Hold
2023
Q4
$554K Hold
2023
Q3
$592K Hold
2023
Q2
$663K Hold
2023
Q1
$697K Hold
2022
Q4
$680K Hold
2022
Q3
$661K Hold
2022
Q2
$626K Hold
2022
Q1
$664K Hold
2021
Q4
$546K Buy