Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$140K Hold
2023
Q2
$148K Hold
2023
Q1
$152K Hold
2022
Q4
$135K Hold
2022
Q3
$117K Hold
2022
Q2
$157K Hold
2022
Q1
$157K Hold
2021
Q4
$182K Buy