Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$623K Hold
2025
Q1
$718K Hold
2024
Q4
$598K Hold
2024
Q3
$611K Hold
2024
Q2
$663K Hold
2024
Q1
$686K Hold
2023
Q4
$648K Hold
2023
Q3
$688K Hold
2023
Q2
$611K Hold
2023
Q1
$595K Hold
2022
Q4
$605K Sell
2022
Q3
$711K Hold
2022
Q2
$605K Hold
2022
Q1
$526K Hold
2021
Q4
$475K Hold
2021
Q3
$386K Hold
2021
Q2
$431K Buy