Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
2020
Q2
$518K Sell
2020
Q1
$1.53M Sell
2019
Q4
$2.4M Hold
2019
Q3
$2.28M Buy
2019
Q2
$407K Buy