Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
2020
Q4
$17K Hold
2020
Q3
$9K Sell
2020
Q2
$24K Sell
2020
Q1
$144K Sell
2019
Q4
$490K Hold
2019
Q3
$458K Sell
2019
Q2
$600K Sell
2019
Q1
$533K Sell
2018
Q4
$315K Sell
2018
Q3
$682K Sell
2018
Q2
$923K Buy
2018
Q1
$1.05M Sell
2017
Q4
$1.17M Buy
2017
Q3
$899K Buy
2017
Q2
$389K Buy