Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
2021
Q1
$270K Sell
2020
Q4
$258K Buy
2020
Q3
Sell
2020
Q2
$244K Sell
2020
Q1
$315K Sell
2019
Q4
$315K Buy
2019
Q3
$226K Buy
2018
Q4
Sell
2018
Q3
$410K Sell
2018
Q2
$623K Sell
2018
Q1
$642K Buy