Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$570K Buy
2025
Q1
$590K Buy
2024
Q4
$611K Buy
2024
Q3
$568K Hold
2024
Q2
$476K Buy
2024
Q1
$522K Buy
2023
Q4
$472K Buy
2023
Q3
$316K Buy
2023
Q2
$367K Buy
2023
Q1
$294K Buy
2022
Q4
$240K Buy
2022
Q3
$200K Buy
2022
Q1
Sell
2021
Q4
$323K Buy