Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$207K Sell
2021
Q2
$501K Hold
2021
Q1
$447K Sell
2020
Q4
$937K Buy
2020
Q3
$423K Hold
2020
Q2
$333K Hold
2020
Q1
$232K Hold
2019
Q4
$268K Hold
2019
Q3
$205K Buy