Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
2021
Q3
$574K Buy
2021
Q2
$647K Buy
2021
Q1
$586K Sell
2020
Q4
$599K Sell
2020
Q3
$467K Buy
2020
Q2
$319K Sell
2020
Q1
$279K Sell
2019
Q4
$410K Buy