Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$549K Sell
2020
Q4
$723K Buy
2020
Q3
$666K Sell
2020
Q2
$689K Buy
2020
Q1
$531K Sell
2019
Q4
$671K Sell
2019
Q3
$690K Buy