Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
2021
Q2
$353K Buy
2021
Q1
$308K Hold
2020
Q4
$298K Hold
2020
Q3
$212K Buy
2020
Q1
Sell
2019
Q4
$215K Sell
2019
Q3
$208K Buy
2018
Q4
Sell
2018
Q3
$308K Hold
2018
Q2
$270K Hold
2018
Q1
$275K Hold
2017
Q4
$247K Buy
2015
Q3
Sell
2015
Q2
$672K Buy
2015
Q1
$404K Buy