Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$936K Hold
2020
Q4
$889K Sell
2020
Q3
$803K Sell
2020
Q2
$812K Sell
2020
Q1
$710K Sell
2019
Q4
$865K Hold
2019
Q3
$818K Buy
2019
Q2
$720K Sell
2019
Q1
$672K Sell
2018
Q4
$634K Sell
2018
Q3
$887K Buy
2018
Q2
$786K Buy
2018
Q1
$586K Buy