Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$817K Buy
2025
Q1
$815K Buy
2024
Q4
$649K Hold
2024
Q3
$684K Buy
2024
Q2
$728K Buy
2024
Q1
$672K Buy
2023
Q4
$647K Hold
2023
Q3
$633K Buy
2023
Q2
$593K Buy
2023
Q1
$556K Hold
2022
Q4
$551K Hold
2022
Q3
$481K Buy
2022
Q2
$500K Buy