Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$276K Hold
2020
Q4
$293K Sell
2020
Q3
$401K Hold
2020
Q2
$360K Hold
2020
Q1
$284K Sell
2019
Q4
$364K Hold
2019
Q3
$320K Hold
2019
Q2
$372K Hold
2019
Q1
$314K Sell
2018
Q4
$295K Sell
2018
Q3
$389K Hold
2018
Q2
$366K Hold
2018
Q1
$327K Buy
2017
Q4
$345K Sell
2017
Q3
$391K Sell
2017
Q2
$621K Sell
2017
Q1
$770K Sell
2016
Q4
$861K Buy
2016
Q3
$755K Buy