Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$275K Sell
2021
Q1
$247K Sell
2020
Q4
$230K Buy
2020
Q3
Sell
2020
Q2
$866K Buy
2020
Q1
$9K Hold
2019
Q4
$18K Hold
2019
Q3
$16K Hold
2019
Q2
$14K Sell
2019
Q1
$201K Hold
2018
Q4
$155K Hold
2018
Q3
$212K Hold
2018
Q2
$201K Hold
2018
Q1
$192K Sell
2017
Q4
$184K Hold
2017
Q3
$160K Buy