Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$195K Sell
2021
Q2
$224K Buy
2021
Q1
$179K Sell
2020
Q4
$187K Sell
2020
Q3
$194K Buy
2020
Q2
$127K Buy
2017
Q2
Sell
2017
Q1
$230K Sell
2016
Q4
$303K Buy
2016
Q3
$243K Sell
2016
Q2
$479K Buy
2016
Q1
$352K Buy
2015
Q4
$144K Sell
2015
Q3
$126K Sell
2015
Q2
$142K Hold
2015
Q1
$157K Sell
2014
Q4
$164K Sell
2014
Q3
$139K Sell
2014
Q2
$200K Hold
2014
Q1
$210K Buy