Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$290K Sell
2020
Q4
$511K Hold
2020
Q3
$299K Sell
2020
Q2
$308K Buy
2020
Q1
Sell
2019
Q4
$1.01M Sell
2019
Q3
$881K Buy
2019
Q2
$620K Sell
2019
Q1
$894K Sell
2018
Q4
$876K Buy