Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$358K Hold
2021
Q1
$352K Hold
2020
Q4
$315K Sell
2020
Q3
$308K Sell
2020
Q2
$307K Hold
2020
Q1
$282K Buy
2019
Q4
$317K Buy
2019
Q3
$342K Hold
2019
Q2
$324K Hold
2019
Q1
$332K Sell
2018
Q4
$273K Buy