Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$388K Hold
2023
Q2
$429K Hold
2023
Q1
$477K Hold
2022
Q4
$600K Hold
2022
Q3
$512K Buy
2022
Q2
$595K Hold
2022
Q1
$595K Hold
2021
Q4
$679K Buy