Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$464K Sell
2021
Q2
$494K Buy
2021
Q1
$442K Buy
2020
Q4
$381K Buy
2020
Q3
$354K Buy
2020
Q2
$238K Sell
2020
Q1
$245K Buy