Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$250K Buy
2021
Q2
$238K Hold
2021
Q1
$232K Hold
2020
Q4
$203K Buy
2020
Q3
Sell
2020
Q2
$224K Buy
2020
Q1
Sell
2019
Q4
$240K Sell
2019
Q3
$248K Buy