Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
2021
Q2
$31K Hold
2021
Q1
$43K Sell
2020
Q4
$157K Sell
2020
Q3
$88K Sell
2020
Q2
$77K Buy
2020
Q1
$48K Sell
2019
Q4
$110K Hold
2019
Q3
$121K Buy
2019
Q2
$201K Buy
2019
Q1
$135K Buy
2018
Q4
$50K Buy
2018
Q1
Sell
2017
Q4
$62K Sell
2017
Q3
$92K Sell
2017
Q2
$116K Buy