Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
2021
Q2
$208K Buy
2020
Q2
Sell
2020
Q1
$370K Sell
2019
Q4
$936K Buy
2019
Q3
$271K Buy
2019
Q2
Sell
2019
Q1
$368K Sell
2018
Q4
$467K Buy
2018
Q3
$431K Buy
2018
Q2
$341K Buy
2018
Q1
$254K Sell
2017
Q4
$285K Buy
2017
Q1
Sell
2016
Q4
$220K Buy