Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$725K Hold
2025
Q1
$840K Hold
2024
Q4
$952K Buy
2024
Q3
$979K Hold
2024
Q2
$943K Buy
2024
Q1
$930K Buy
2023
Q4
$1.15M Hold
2023
Q3
$1.06M Hold
2023
Q2
$1.42M Hold
2023
Q1
$1.09M Hold
2022
Q4
$927K Hold
2022
Q3
$839K Hold
2022
Q2
$1M Hold
2022
Q1
$1.55M Hold
2021
Q4
$1.48M Hold
2021
Q3
$1.37M Buy