Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$127K Sell
2021
Q2
$149K Sell
2021
Q1
$169K Sell
2020
Q4
$160K Sell
2020
Q3
$156K Sell
2020
Q2
$147K Buy
2017
Q2
Sell
2017
Q1
$201K Hold
2016
Q4
$189K Sell
2016
Q3
$228K Buy