Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
2021
Q2
$248K Hold
2021
Q1
$241K Hold
2020
Q4
$218K Hold
2020
Q3
$200K Buy
2020
Q1
Sell
2019
Q4
$229K Hold
2019
Q3
$214K Hold
2019
Q2
$225K Hold
2019
Q1
$270K Hold
2018
Q4
$248K Hold
2018
Q3
$274K Hold
2018
Q2
$256K Hold
2018
Q1
$285K Buy