Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
2021
Q1
$230K Sell
2020
Q4
$211K Buy
2020
Q1
Sell
2019
Q4
$222K Hold
2019
Q3
$207K Sell
2019
Q2
$221K Sell
2019
Q1
$286K Sell
2018
Q4
$285K Buy
2018
Q3
$229K Buy
2018
Q2
$205K Sell
2018
Q1
$273K Sell
2017
Q4
$295K Sell
2017
Q3
$269K Sell
2017
Q2
$269K Hold
2017
Q1
$247K Sell
2016
Q4
$240K Sell
2016
Q3
$241K Sell
2016
Q2
$265K Sell
2016
Q1
$261K Sell
2015
Q4
$257K Buy