Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$693K Sell
2023
Q2
$651K Hold
2023
Q1
$675K Sell
2022
Q4
$708K Hold
2022
Q3
$706K Hold
2022
Q2
$766K Hold
2022
Q1
$766K Hold
2021
Q4
$858K Buy