Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$389K Hold
2024
Q1
$404K Hold
2023
Q4
$395K Hold
2023
Q3
$409K Hold
2023
Q2
$446K Hold
2023
Q1
$472K Hold
2022
Q4
$486K Hold
2022
Q3
$440K Hold
2022
Q2
$494K Hold
2022
Q1
$512K Hold
2021
Q4
$486K Hold
2021
Q3
$443K Hold
2021
Q2
$437K Hold
2021
Q1
$445K Hold
2020
Q4
$427K Hold
2020
Q3
$432K Hold
2020
Q2
$385K Buy