Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
2021
Q3
$292K Hold
2021
Q2
$317K Sell
2021
Q1
$342K Buy
2020
Q4
$346K Sell
2020
Q3
$550K Hold
2020
Q2
$574K Hold
2020
Q1
$453K Buy