Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$678K Hold
2025
Q1
$653K Hold
2024
Q4
$682K Hold
2024
Q3
$657K Hold
2024
Q2
$558K Hold
2024
Q1
$634K Hold
2023
Q4
$553K Hold
2023
Q3
$616K Hold
2023
Q2
$612K Hold
2023
Q1
$599K Hold
2022
Q4
$604K Hold
2022
Q3
$509K Hold
2022
Q2
$512K Hold
2022
Q1
$619K Hold
2021
Q4
$571K Hold
2021
Q3
$543K Hold
2021
Q2
$453K Hold
2021
Q1
$437K Hold
2020
Q4
$401K Hold
2020
Q3
$392K Hold
2020
Q2
$366K Buy