Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$868K Sell
2021
Q1
$765K Sell
2020
Q4
$730K Hold
2020
Q3
$490K Buy
2020
Q2
$124K Buy
2020
Q1
$10K Sell
2019
Q4
$19K Buy
2019
Q3
$13K Hold
2019
Q2
$12K Hold
2019
Q1
$14K Hold
2018
Q4
$13K Hold
2018
Q3
$14K Hold
2018
Q2
$16K Buy
2018
Q1
$14K Buy
2017
Q4
$12K Buy
2017
Q3
$8K Hold
2017
Q2
$7K Buy