Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$23K Hold
2021
Q1
$24K Sell
2020
Q4
$4.06M Buy
2020
Q3
$779K Buy
2020
Q2
$710K Sell
2020
Q1
$629K Buy
2019
Q4
$756K Sell
2019
Q3
$913K Sell
2019
Q2
$1.27M Buy
2019
Q1
$1.39M Sell
2018
Q4
$1.5M Hold
2018
Q3
$1.5M Buy
2018
Q2
$680K Buy
2018
Q1
$236K Buy
2017
Q4
$211K Sell
2017
Q3
$213K Buy
2017
Q2
Sell
2017
Q1
$348K Buy
2016
Q4
$220K Buy