Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$531K Hold
2023
Q2
$548K Sell
2023
Q1
$543K Hold
2022
Q4
$500K Hold
2022
Q3
$428K Hold
2022
Q2
$534K Hold
2022
Q1
$534K Buy
2021
Q4
$368K Buy