Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$300K Sell
2021
Q2
$367K Hold
2021
Q1
$356K Buy
2020
Q4
$297K Hold
2020
Q3
$272K Buy
2020
Q2
$249K Buy
2016
Q4
Sell
2016
Q3
$3.9M Buy