Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
2021
Q1
$207K Hold
2020
Q4
$204K Buy
2020
Q3
Sell
2020
Q2
$173K Sell
2020
Q1
$266K Buy
2019
Q4
$148K Hold
2019
Q3
$148K Hold
2019
Q2
$148K Hold
2019
Q1
$156K Hold
2018
Q4
$131K Hold
2018
Q3
$138K Hold
2018
Q2
$137K Hold
2018
Q1
$126K Hold
2017
Q4
$130K Sell
2017
Q3
$180K Buy