Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$535K Hold
2025
Q1
$513K Hold
2024
Q4
$637K Hold
2024
Q3
$603K Hold
2024
Q2
$592K Hold
2024
Q1
$704K Hold
2023
Q4
$777K Hold
2023
Q3
$624K Hold
2023
Q2
$800K Hold
2023
Q1
$864K Hold
2022
Q4
$851K Hold
2022
Q3
$867K Hold
2022
Q2
$936K Hold
2022
Q1
$1.3M Hold
2021
Q4
$1.71M Hold
2021
Q3
$1.97M Buy