Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.01M Hold
2025
Q1
$897K Hold
2024
Q4
$860K Hold
2024
Q3
$773K Hold
2024
Q2
$690K Hold
2024
Q1
$725K Hold
2023
Q4
$734K Hold
2023
Q3
$781K Hold
2023
Q2
$752K Hold
2023
Q1
$760K Hold
2022
Q4
$692K Buy