Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
2020
Q4
$268K Hold
2020
Q3
$236K Hold
2020
Q2
$279K Sell
2020
Q1
$281K Buy
2019
Q4
$327K Buy
2019
Q3
$289K Sell
2019
Q2
$329K Sell
2019
Q1
$379K Hold
2018
Q4
$304K Hold
2018
Q3
$342K Hold
2018
Q2
$302K Sell
2018
Q1
$351K Buy