Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$690K Hold
2025
Q1
$795K Hold
2024
Q4
$662K Hold
2024
Q3
$676K Hold
2024
Q2
$735K Hold
2024
Q1
$760K Hold
2023
Q4
$718K Hold
2023
Q3
$762K Hold
2023
Q2
$677K Hold
2023
Q1
$659K Hold
2022
Q4
$706K Hold
2022
Q3
$543K Hold
2022
Q2
$528K Hold
2022
Q1
$533K Hold
2021
Q4
$369K Hold
2021
Q3
$411K Buy