Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
2021
Q1
$500K Sell
2020
Q4
$560K Sell
2020
Q3
$299K Hold
2020
Q2
$157K Buy
2019
Q4
Sell
2019
Q3
$31K Hold
2019
Q2
$55K Buy