Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
2021
Q2
$267K Sell
2021
Q1
$291K Buy
2020
Q4
$274K Sell
2020
Q3
$358K Hold
2020
Q2
$263K Sell
2020
Q1
$261K Sell
2019
Q4
$626K Hold
2019
Q3
$493K Buy