Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$336K Hold
2023
Q2
$314K Hold
2023
Q1
$325K Hold
2022
Q4
$358K Hold
2022
Q3
$286K Hold
2022
Q2
$289K Hold
2022
Q1
$325K Hold
2021
Q4
$234K Buy