Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
2020
Q4
$581K Sell
2020
Q3
$335K Sell
2020
Q2
$277K Buy
2020
Q1
$410K Hold
2019
Q4
$410K Sell
2019
Q3
$391K Buy
2019
Q2
$374K Buy
2019
Q1
Sell
2018
Q4
$355K Sell
2018
Q3
$639K Sell
2018
Q2
$749K Sell
2018
Q1
$936K Sell
2017
Q4
$889K Sell
2017
Q3
$817K Sell
2017
Q2
$769K Buy
2017
Q1
$695K Sell
2016
Q4
$615K Hold
2016
Q3
$753K Sell
2016
Q2
$711K Buy