Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
2021
Q1
$170K Sell
2020
Q4
$152K Sell
2020
Q3
$159K Sell
2020
Q2
$151K Buy
2020
Q1
$81K Hold
2019
Q4
$145K Hold
2019
Q3
$125K Buy
2019
Q2
$107K Buy