Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-20,982
2021
Q1
$175K Sell
20,982
-19,428
2020
Q4
$244K Hold
40,410
2020
Q3
$228K Hold
40,410
2020
Q2
$280K Sell
40,410
-5,561
2020
Q1
$316K Hold
45,971
2019
Q4
$519K Hold
45,971
2019
Q3
$690K Hold
45,971
2019
Q2
$679K Hold
45,971
2019
Q1
$684K Hold
45,971
2018
Q4
$620K Buy
45,971
+2,830
2018
Q3
$794K Hold
43,141
2018
Q2
$811K Hold
43,141
2018
Q1
$889K Hold
43,141
2017
Q4
$828K Hold
43,141
2017
Q3
$794K Buy
43,141
+2,692
2017
Q2
$890K Hold
40,449
2017
Q1
$995K Hold
40,449
2016
Q4
$1.03M Hold
40,449
2016
Q3
$1.19M Hold
40,449
2016
Q2
$809K Buy
40,449
+23,621
2016
Q1
$324K Buy
16,828
+1,538
2015
Q4
$306K Buy
15,290
+3,650
2015
Q3
$230K Buy
+11,640