Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$248K Hold
2023
Q2
$226K Hold
2023
Q1
$243K Hold
2022
Q4
$224K Hold
2022
Q3
$183K Hold
2022
Q2
$188K Hold
2022
Q1
$188K Hold
2021
Q4
$170K Buy