Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$655K Hold
2025
Q1
$499K Hold
2024
Q4
$609K Hold
2024
Q3
$608K Hold
2024
Q2
$575K Hold
2024
Q1
$574K Hold
2023
Q4
$442K Hold
2023
Q3
$391K Hold
2023
Q2
$369K Hold
2023
Q1
$314K Hold
2022
Q4
$288K Hold
2022
Q3
$245K Hold
2022
Q2
$231K Hold
2022
Q1
$278K Hold
2021
Q4
$317K Hold
2021
Q3
$274K Hold
2021
Q2
$272K Hold
2021
Q1
$254K Hold
2020
Q4
$220K Buy