Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$266K Hold
2022
Q4
$244K Hold
2022
Q3
$226K Hold
2022
Q2
$297K Hold
2022
Q1
$329K Hold
2021
Q4
$341K Hold
2021
Q3
$248K Hold
2021
Q2
$274K Hold
2021
Q1
$288K Hold
2020
Q4
$223K Buy