Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
2020
Q4
$220K Buy
2019
Q3
Sell
2019
Q2
$284K Sell
2019
Q1
$293K Hold
2018
Q4
$285K Sell
2018
Q3
$335K Sell
2018
Q2
$396K Hold
2018
Q1
$439K Sell
2017
Q4
$586K Hold
2017
Q3
$448K Sell
2017
Q2
$1.04M Sell
2017
Q1
$1.02M Buy
2016
Q4
$758K Sell
2016
Q3
$1M Buy