Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
2020
Q4
$362K Sell
2020
Q3
$862K Buy
2017
Q4
Sell
2017
Q3
$20K Buy
2017
Q2
$11K Buy
2017
Q1
$11K Buy
2016
Q4
$6K Hold
2016
Q3
$9K Buy
2016
Q2
$2K Buy