Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$276K Hold
2023
Q2
$257K Hold
2023
Q1
$242K Hold
2022
Q4
$219K Hold
2022
Q3
$239K Hold
2022
Q2
$249K Hold
2022
Q1
$249K Hold
2021
Q4
$333K Buy