Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$227K Hold
2023
Q2
$271K Hold
2023
Q1
$266K Hold
2022
Q4
$261K Hold
2022
Q3
$250K Hold
2022
Q2
$293K Hold
2022
Q1
$330K Hold
2021
Q4
$310K Buy