Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
2020
Q2
$356K Sell
2020
Q1
$316K Sell
2019
Q4
$938K Hold
2019
Q3
$788K Sell
2019
Q2
$1.04M Sell
2019
Q1
$3.77M Buy