Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$678K Hold
2023
Q1
$674K Hold
2022
Q4
$663K Hold
2022
Q3
$651K Hold
2022
Q2
$643K Hold
2022
Q1
$643K Buy