Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$554K Hold
2025
Q1
$547K Hold
2024
Q4
$595K Hold
2024
Q3
$588K Hold
2024
Q2
$604K Hold
2024
Q1
$752K Hold
2023
Q4
$668K Hold
2023
Q3
$632K Hold
2023
Q2
$542K Hold
2023
Q1
$483K Buy
2022
Q4
$405K Buy