Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$888K Hold
2020
Q4
$905K Sell
2020
Q3
$694K Sell
2020
Q2
$433K Sell
2020
Q1
$356K Sell
2019
Q4
$548K Sell
2019
Q3
$418K Sell
2019
Q2
$433K Hold
2019
Q1
$309K Buy
2018
Q4
Sell
2018
Q3
$486K Hold
2018
Q2
$284K Hold
2018
Q1
$202K Buy