Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$591K Sell
2020
Q4
$616K Sell
2020
Q3
$633K Sell
2020
Q2
$811K Sell
2020
Q1
$859K Hold
2019
Q4
$1.15M Sell
2019
Q3
$1.26M Sell
2019
Q2
$1.17M Sell
2019
Q1
$1.11M Sell
2018
Q4
$1.07M Sell
2018
Q3
$1.14M Sell
2018
Q2
$1.26M Sell
2018
Q1
$1.42M Sell
2017
Q4
$1.55M Sell
2017
Q3
$1.7M Hold
2017
Q2
$1.64M Sell
2017
Q1
$1.81M Buy
2016
Q4
$1.72M Buy
2016
Q3
$1.63M Buy
2016
Q2
$1.69M Sell
2016
Q1
$1.7M Buy
2015
Q4
$1.37M Buy