Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$617K Hold
2021
Q1
$498K Sell
2020
Q4
$447K Hold
2020
Q3
$311K Sell
2020
Q2
$1.68M Hold
2020
Q1
$1.18M Hold
2019
Q4
$1.54M Sell
2019
Q3
$1.76M Hold
2019
Q2
$2.36M Buy
2019
Q1
$1.48M Hold
2018
Q4
$1.16M Buy
2018
Q3
$1.89M Hold
2018
Q2
$1.59M Buy
2018
Q1
$1.66M Sell
2017
Q4
$2.18M Sell
2017
Q3
$2.88M Buy
2017
Q2
$1.92M Buy