Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$668K Hold
2020
Q4
$703K Hold
2020
Q3
$689K Buy
2020
Q2
$266K Buy
2020
Q1
Sell
2019
Q4
$495K Hold
2019
Q3
$414K Hold
2019
Q2
$442K Buy