Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$363K Sell
2021
Q2
$334K Sell
2021
Q1
$270K Sell
2020
Q4
$356K Buy
2020
Q3
$294K Buy
2020
Q2
$212K Buy
2020
Q1
$70K Buy