Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$258K Hold
2022
Q4
$308K Hold
2022
Q3
$242K Hold
2022
Q2
$225K Hold
2022
Q1
$275K Hold
2021
Q4
$260K Hold
2021
Q3
$244K Hold
2021
Q2
$279K Hold
2021
Q1
$287K Hold
2020
Q4
$251K Buy