Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$284K Hold
2023
Q2
$311K Hold
2023
Q1
$306K Hold
2022
Q4
$303K Hold
2022
Q3
$274K Hold
2022
Q2
$281K Hold
2022
Q1
$281K Hold
2021
Q4
$291K Buy