Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$535K Hold
2020
Q4
$509K Hold
2020
Q3
$386K Sell
2020
Q2
$374K Buy
2020
Q1
$332K Sell
2019
Q4
$441K Sell
2019
Q3
$424K Buy