Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$373K Hold
2021
Q2
$328K Hold
2021
Q1
$293K Hold
2020
Q4
$313K Hold
2020
Q3
$295K Hold
2020
Q2
$252K Hold
2020
Q1
$237K Hold
2019
Q4
$244K Hold
2019
Q3
$239K Hold
2019
Q2
$219K Sell
2019
Q1
$218K Buy
2018
Q4
Sell
2018
Q3
$235K Hold
2018
Q2
$209K Buy