Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
2020
Q3
$436K Sell
2020
Q2
$1.1M Buy
2020
Q1
$370K Hold
2019
Q4
$487K Sell
2019
Q3
$1.15M Buy
2019
Q2
$1.12M Buy
2019
Q1
$954K Buy
2018
Q4
$391K Buy