Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$707K Hold
2025
Q1
$860K Hold
2024
Q4
$1.07M Hold
2024
Q3
$1.26M Hold
2024
Q2
$1.18M Hold
2024
Q1
$984K Hold
2023
Q4
$1.05M Hold
2023
Q3
$888K Hold
2023
Q2
$1.02M Hold
2023
Q1
$884K Hold
2022
Q4
$774K Buy