Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
2021
Q1
$1.74M Sell
2020
Q4
$2.64M Buy
2020
Q3
$2.11M Buy
2020
Q2
Sell
2020
Q1
$2.37M Sell
2019
Q4
$3.89M Sell
2019
Q3
$3.33M Buy
2019
Q2
$1.33M Buy
2019
Q1
$500K Hold
2018
Q4
$472K Buy