Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$674K Hold
2023
Q2
$629K Hold
2023
Q1
$653K Hold
2022
Q4
$718K Hold
2022
Q3
$575K Hold
2022
Q2
$651K Hold
2022
Q1
$651K Hold
2021
Q4
$469K Buy