Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.44M Hold
2025
Q1
$923K Hold
2024
Q4
$1.1M Hold
2024
Q3
$1.12M Hold
2024
Q2
$932K Hold
2024
Q1
$829K Hold
2023
Q4
$696K Hold
2023
Q3
$699K Hold
2023
Q2
$786K Hold
2023
Q1
$613K Hold
2022
Q4
$539K Hold
2022
Q3
$403K Hold
2022
Q2
$461K Hold
2022
Q1
$546K Hold
2021
Q4
$576K Hold
2021
Q3
$575K Hold
2021
Q2
$514K Hold
2021
Q1
$463K Hold
2020
Q4
$427K Hold
2020
Q3
$394K Buy