Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Hold
0
5517
2021
Q2
Hold
0
5300
2021
Q1
Hold
0
5128
2020
Q4
Hold
0
4873
2020
Q3
Hold
0
4668
2020
Q2
Hold
0
4429
2020
Q1
Hold
0
4298
2017
Q2
Sell
-7,138
Closed -$331K 4368
2017
Q1
$331K Sell
7,138
-727
-9% -$32.5K 0.01% 867
2016
Q4
$304K Buy
7,865
+146
+2% +$5.99K 0.01% 845
2016
Q3
$333K Sell
7,719
-429
-5% -$17.6K 0.02% 763
2016
Q2
$306K Buy
+8,148
New +$301K 0.02% 777
2016
Q1
Sell
-7,931
Closed -$264K 4073
2015
Q4
$264K Buy
+7,931
New +$265K 0.02% 722