Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$150K Buy
2021
Q2
$189K Buy
2021
Q1
$40K Buy
2019
Q2
Sell
2019
Q1
$142K Sell
2018
Q4
$137K Hold
2018
Q3
$214K Hold
2018
Q2
$197K Buy
2018
Q1
$87K Buy