Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$317K Hold
2023
Q2
$378K Hold
2023
Q1
$372K Hold
2022
Q4
$365K Hold
2022
Q3
$348K Hold
2022
Q2
$460K Hold
2022
Q1
$460K Hold
2021
Q4
$432K Buy