Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$415K Buy
2020
Q4
$437K Hold
2020
Q3
$359K Sell
2020
Q2
$319K Hold
2020
Q1
$283K Hold
2019
Q4
$521K Hold
2019
Q3
$465K Hold
2019
Q2
$457K Sell
2019
Q1
$454K Hold
2018
Q4
$373K Hold
2018
Q3
$488K Hold
2018
Q2
$426K Hold
2018
Q1
$382K Hold
2017
Q4
$387K Hold
2017
Q3
$332K Hold
2017
Q2
$301K Hold
2017
Q1
$286K Sell
2016
Q4
$267K Buy
2016
Q3
$296K Buy