Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$253K Sell
2020
Q4
$286K Sell
2020
Q3
$295K Sell
2020
Q2
$665K Buy
2020
Q1
$246K Sell
2019
Q4
$464K Sell
2019
Q3
$448K Buy