Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$613K Hold
2023
Q1
$542K Buy
2022
Q2
$594K Hold
2022
Q1
$388K Buy
2021
Q3
$347K Hold
2021
Q2
$400K Hold
2021
Q1
$418K Buy
2020
Q4
$433K Hold
2020
Q3
$508K Buy