Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
2020
Q4
$308K Sell
2020
Q3
$365K Buy
2020
Q2
$187K Buy
2020
Q1
Sell
2019
Q4
$281K Hold
2019
Q3
$361K Sell
2019
Q2
$826K Sell
2019
Q1
$1.77M Buy