Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
2020
Q3
$739K Hold
2020
Q2
$554K Sell
2020
Q1
$470K Sell
2019
Q4
$1.12M Hold
2019
Q3
$1.27M Buy
2019
Q2
$944K Buy