Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$349K Hold
2023
Q2
$373K Hold
2023
Q1
$388K Hold
2022
Q4
$396K Hold
2022
Q3
$385K Hold
2022
Q2
$385K Hold
2022
Q1
$431K Hold
2021
Q4
$339K Buy