Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$508K Buy
2021
Q2
$534K Hold
2021
Q1
$561K Sell
2020
Q4
$486K Hold
2020
Q3
$361K Hold
2020
Q2
$336K Hold
2020
Q1
$295K Hold
2019
Q4
$371K Hold
2019
Q3
$351K Hold
2019
Q2
$371K Buy