Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$976K Hold
2023
Q2
$1.11M Hold
2023
Q1
$940K Hold
2022
Q4
$741K Hold
2022
Q3
$788K Sell
2022
Q2
$943K Hold
2022
Q1
$1.21M Hold
2021
Q4
$1.23M Buy