Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
2021
Q2
$866K Buy
2021
Q1
$200K Buy
2020
Q2
Sell
2020
Q1
$231K Sell
2019
Q4
$382K Buy
2019
Q3
$330K Buy
2019
Q2
$344K Hold
2019
Q1
$412K Buy
2018
Q4
$364K Buy