Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$383K Sell
2020
Q4
$1.33M Hold
2020
Q3
$1.21M Sell
2020
Q2
$1.85M Buy
2020
Q1
$1.38M Buy
2019
Q4
$1.04M Buy
2019
Q3
$620K Buy
2019
Q2
$297K Buy