Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$866K Sell
2020
Q4
$792K Buy
2020
Q3
$768K Sell
2020
Q2
$616K Buy
2020
Q1
$661K Hold
2019
Q4
$644K Sell
2019
Q3
$676K Buy