Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$898K Buy
2025
Q1
$1.08M Hold
2024
Q4
$1.09M Hold
2024
Q3
$993K Hold
2024
Q2
$889K Hold
2024
Q1
$874K Hold
2023
Q4
$765K Hold
2023
Q3
$691K Hold
2023
Q2
$673K Hold
2023
Q1
$693K Hold
2022
Q4
$716K Hold
2022
Q3
$559K Buy