Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
2021
Q2
$201K Buy
2019
Q2
Sell
2019
Q1
$227K Hold
2018
Q4
$208K Sell
2018
Q3
$255K Sell
2018
Q2
$249K Hold
2018
Q1
$278K Sell
2017
Q4
$424K Buy
2017
Q3
$374K Hold
2017
Q2
$371K Buy
2017
Q1
$251K Buy
2016
Q4
$205K Sell
2016
Q3
$207K Buy
2014
Q2
Sell
2014
Q1
$230K Buy
2013
Q4
$204K Buy