Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
2021
Q2
$243K Sell
2021
Q1
$283K Hold
2020
Q4
$269K Buy
2020
Q3
$242K Hold
2020
Q2
$257K Buy
2020
Q1
Sell
2019
Q4
$221K Buy