Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$320K Hold
2021
Q2
$328K Hold
2021
Q1
$292K Hold
2020
Q4
$259K Hold
2020
Q3
$226K Hold
2020
Q2
$229K Hold
2020
Q1
$183K Hold
2019
Q4
$272K Sell
2019
Q3
$2.45M Sell
2019
Q2
$2.81M Buy
2019
Q1
$1.72M Buy
2018
Q1
Sell
2017
Q4
$596K Sell
2017
Q3
$2.37M Sell
2017
Q2
$2.91M Buy
2017
Q1
$2.88M Sell
2016
Q4
$3.38M Sell
2016
Q3
$4.18M Sell
2016
Q2
$4.13M Buy