Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$972K Buy
2025
Q1
$524K Hold
2024
Q4
$485K Hold
2024
Q3
$596K Buy
2024
Q2
$634K Hold
2024
Q1
$537K Buy
2023
Q4
$435K Buy
2023
Q3
$333K Hold
2023
Q2
$352K Hold
2023
Q1
$289K Buy
2022
Q4
$270K Buy
2022
Q3
$215K Hold
2022
Q2
$226K Buy
2022
Q1
$260K Hold
2021
Q4
$305K Buy
2021
Q3
$234K Buy
2021
Q2
$227K Hold
2021
Q1
$231K Buy