Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$471K Hold
2023
Q2
$466K Hold
2023
Q1
$450K Hold
2022
Q4
$396K Hold
2022
Q3
$401K Sell
2022
Q2
$514K Hold
2022
Q1
$514K Hold
2021
Q4
$665K Buy