Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$543K Sell
2021
Q3
$581K Sell
2021
Q2
$721K Buy
2021
Q1
$699K Sell
2020
Q4
$635K Sell
2020
Q3
$601K Buy
2020
Q2
$538K Buy
2020
Q1
$469K Buy
2019
Q4
$487K Sell
2019
Q3
$514K Sell
2019
Q2
$909K Sell
2019
Q1
$1.21M Buy
2018
Q4
$989K Buy
2018
Q3
$1.09M Sell
2018
Q2
$1.06M Sell
2018
Q1
$1.28M Buy
2017
Q4
$1.3M Buy