Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$490K Sell
2021
Q1
$477K Hold
2020
Q4
$537K Hold
2020
Q3
$447K Sell
2020
Q2
$500K Hold
2020
Q1
$494K Hold
2019
Q4
$576K Buy