Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$700K Buy
2021
Q2
$767K Hold
2021
Q1
$775K Hold
2020
Q4
$673K Hold
2020
Q3
$570K Hold
2020
Q2
$494K Hold
2020
Q1
$355K Sell
2019
Q4
$687K Hold
2019
Q3
$598K Hold
2019
Q2
$619K Buy