Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$379K Sell
2021
Q1
$436K Buy
2020
Q4
$377K Sell
2020
Q3
$465K Sell
2020
Q2
$854K Sell
2020
Q1
$741K Sell
2019
Q4
$1.14M Sell
2019
Q3
$1.3M Sell
2019
Q2
$1.45M Sell
2019
Q1
$1.44M Sell
2018
Q4
$1.25M Buy
2018
Q3
$1.32M Sell
2018
Q2
$1.19M Buy
2018
Q1
$1.16M Sell
2017
Q4
$1.07M Buy
2017
Q3
$626K Buy