Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
2021
Q2
$280K Sell
2021
Q1
$309K Buy
2020
Q4
Sell
2020
Q3
$308K Buy
2020
Q2
$274K Sell
2020
Q1
$288K Buy
2019
Q4
$330K Buy