Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$773K Sell
2020
Q4
$782K Sell
2020
Q3
$700K Sell
2020
Q2
$934K Buy
2020
Q1
$770K Sell
2019
Q4
$932K Sell
2019
Q3
$965K Buy