Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$703K Buy
2025
Q1
$456K Hold
2024
Q4
$543K Buy
2024
Q3
$477K Hold
2024
Q2
$477K Buy
2024
Q1
$374K Buy
2023
Q4
$285K Buy
2023
Q3
$238K Buy
2023
Q2
$277K Buy
2023
Q1
$255K Buy
2022
Q4
$204K Sell
2022
Q3
$244K Buy
2022
Q2
$224K Buy
2022
Q1
$285K Hold
2021
Q4
$329K Buy