Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
2021
Q1
$190K Sell
2020
Q4
$748K Buy
2020
Q3
$312K Sell
2020
Q2
$361K Buy
2020
Q1
$172K Buy
2019
Q4
$120K Buy