Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$557K Hold
2023
Q2
$506K Hold
2023
Q1
$538K Hold
2022
Q4
$493K Hold
2022
Q3
$431K Hold
2022
Q2
$494K Hold
2022
Q1
$494K Hold
2021
Q4
$565K Buy