Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
2020
Q4
$289K Hold
2020
Q3
$251K Hold
2020
Q2
$284K Hold
2020
Q1
$236K Hold
2019
Q4
$233K Hold
2019
Q3
$263K Hold
2019
Q2
$326K Hold
2019
Q1
$284K Hold
2018
Q4
$266K Hold
2018
Q3
$350K Hold
2018
Q2
$423K Hold
2018
Q1
$407K Buy