Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$467K Sell
2021
Q1
$469K Sell
2020
Q4
$411K Buy
2020
Q3
$192K Buy
2020
Q2
Sell
2020
Q1
$91K Buy
2019
Q4
$240K Hold
2019
Q3
$193K Hold
2019
Q2
$239K Hold
2019
Q1
$292K Sell
2018
Q4
$275K Buy
2018
Q3
$229K Sell
2018
Q2
$248K Buy