Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.1M Hold
2025
Q1
$835K Hold
2024
Q4
$774K Hold
2024
Q3
$951K Hold
2024
Q2
$858K Hold
2024
Q1
$858K Buy
2022
Q3
$399K Hold
2022
Q2
$420K Hold
2022
Q1
$482K Hold
2021
Q4
$566K Buy