Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$215K Sell
2021
Q3
$226K Sell
2021
Q2
$218K Buy
2020
Q1
Sell
2019
Q4
$232K Hold
2019
Q3
$234K Sell
2019
Q2
$265K Sell
2019
Q1
$284K Buy
2018
Q4
$223K Buy