Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$465K Hold
2021
Q2
$526K Hold
2021
Q1
$510K Hold
2020
Q4
$463K Hold
2020
Q3
$424K Sell
2020
Q2
$425K Buy
2020
Q1
$361K Buy