Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$925K Hold
2025
Q1
$762K Hold
2024
Q4
$843K Hold
2024
Q3
$882K Hold
2024
Q2
$762K Hold
2024
Q1
$803K Hold
2023
Q4
$704K Hold
2023
Q3
$578K Hold
2023
Q2
$550K Hold
2023
Q1
$509K Hold
2022
Q4
$478K Hold
2022
Q3
$386K Hold
2022
Q2
$397K Hold
2022
Q1
$444K Hold
2021
Q4
$603K Buy