Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
2021
Q2
$220K Sell
2021
Q1
$812K Sell
2020
Q4
$826K Hold
2020
Q3
$695K Hold
2020
Q2
$615K Hold
2020
Q1
$338K Hold
2019
Q4
$382K Hold
2019
Q3
$365K Buy
2019
Q2
$403K Hold
2019
Q1
$366K Hold
2018
Q4
$296K Hold
2018
Q3
$309K Sell
2018
Q2
$347K Buy
2018
Q1
$309K Hold
2017
Q4
$300K Hold
2017
Q3
$261K Hold
2017
Q2
$218K Buy