Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
2020
Q3
$333K Buy
2020
Q2
$398K Buy
2020
Q1
$321K Buy
2019
Q4
$101K Hold
2019
Q3
$95K Buy
2019
Q2
$141K Buy