Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$404K Hold
2020
Q4
$379K Hold
2020
Q3
$317K Sell
2020
Q2
$283K Sell
2020
Q1
$239K Sell
2019
Q4
$456K Hold
2019
Q3
$423K Hold
2019
Q2
$377K Buy
2019
Q1
$356K Sell
2018
Q4
$347K Buy
2018
Q3
$401K Hold
2018
Q2
$375K Buy
2018
Q1
$302K Buy
2017
Q4
$304K Hold
2017
Q3
$270K Hold
2017
Q2
$251K Hold
2017
Q1
$264K Hold
2016
Q4
$263K Buy