Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$503K Buy
2020
Q4
$500K Sell
2020
Q3
$522K Hold
2020
Q2
$463K Buy
2020
Q1
$303K Buy
2019
Q4
$299K Buy
2019
Q3
$209K Sell
2019
Q2
$225K Sell
2019
Q1
$237K Hold
2018
Q4
$201K Buy
2018
Q3
$233K Buy
2018
Q2
$205K Buy