Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$301K Hold
2021
Q1
$303K Hold
2020
Q4
$328K Buy
2020
Q3
$295K Hold
2020
Q2
$242K Sell
2020
Q1
$329K Hold
2019
Q4
$268K Sell
2019
Q3
$401K Hold
2019
Q2
$493K Hold
2019
Q1
$494K Hold
2018
Q4
$419K Hold
2018
Q3
$460K Sell
2018
Q2
$536K Buy
2018
Q1
$439K Hold
2017
Q4
$420K Hold
2017
Q3
$428K Hold
2017
Q2
$456K Buy
2017
Q1
$387K Buy