Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$547K Sell
2020
Q4
$561K Sell
2020
Q3
$790K Sell
2020
Q2
$1.03M Sell
2020
Q1
$1.12M Buy
2019
Q4
$1.01M Buy
2019
Q3
$674K Buy
2019
Q2
$477K Buy
2019
Q1
$291K Buy
2018
Q4
$235K Sell
2018
Q3
$289K Buy
2018
Q2
$262K Buy