Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$252K Hold
2021
Q2
$252K Hold
2021
Q1
$223K Hold
2020
Q4
$185K Hold
2020
Q3
$171K Hold
2020
Q2
$139K Hold
2020
Q1
$100K Hold
2019
Q4
$130K Hold
2019
Q3
$131K Hold
2019
Q2
$129K Sell
2019
Q1
$151K Buy
2018
Q4
Sell
2018
Q3
$136K Hold
2018
Q2
$119K Sell
2018
Q1
$105K Hold
2017
Q4
$116K Hold
2017
Q3
$110K Sell
2017
Q2
$117K Sell
2017
Q1
$202K Sell
2016
Q4
$216K Sell
2016
Q3
$388K Buy