Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$487K Hold
2025
Q1
$615K Hold
2024
Q4
$530K Hold
2024
Q3
$601K Hold
2024
Q2
$543K Hold
2024
Q1
$642K Hold
2023
Q4
$585K Hold
2023
Q3
$520K Hold
2023
Q2
$542K Hold
2023
Q1
$538K Hold
2022
Q4
$510K Buy