Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
2021
Q3
$378K Hold
2021
Q2
$394K Sell
2021
Q1
$597K Hold
2020
Q4
$505K Sell
2020
Q3
$477K Hold
2020
Q2
$524K Hold
2020
Q1
$353K Sell
2019
Q4
$779K Sell
2019
Q3
$1.01M Hold
2019
Q2
$1.16M Hold
2019
Q1
$1.19M Hold
2018
Q4
$1.09M Sell
2018
Q3
$1.28M Hold
2018
Q2
$1.27M Hold
2018
Q1
$1.23M Hold
2017
Q4
$1.32M Sell
2017
Q3
$1.33M Sell
2017
Q2
$1.34M Buy
2017
Q1
$1.08M Buy
2016
Q4
$692K Buy
2016
Q3
$508K Hold
2016
Q2
$504K Buy