Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
2020
Q3
$175K Hold
2020
Q2
$233K Hold
2020
Q1
$244K Hold
2019
Q4
$377K Hold
2019
Q3
$380K Sell
2019
Q2
$417K Hold
2019
Q1
$437K Buy