Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$996K Hold
2020
Q4
$963K Hold
2020
Q3
$781K Hold
2020
Q2
$717K Sell
2020
Q1
$520K Buy
2019
Q4
$355K Buy
2019
Q3
$311K Hold
2019
Q2
$304K Buy
2019
Q1
$320K Hold
2018
Q4
$244K Buy
2018
Q3
$351K Hold
2018
Q2
$281K Sell
2018
Q1
$317K Buy
2017
Q4
$388K Buy
2017
Q3
$345K Hold
2017
Q2
$265K Hold
2017
Q1
$267K Hold
2016
Q4
$218K Buy