Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
2020
Q4
$310K Hold
2020
Q3
$286K Sell
2020
Q2
$270K Buy
2020
Q1
$221K Sell
2019
Q4
$399K Hold
2019
Q3
$351K Hold
2019
Q2
$332K Sell
2019
Q1
$346K Sell
2018
Q4
$526K Hold
2018
Q3
$620K Hold
2018
Q2
$634K Hold
2018
Q1
$544K Sell
2017
Q4
$947K Sell
2017
Q3
$956K Sell
2017
Q2
$804K Sell
2017
Q1
$877K Sell
2016
Q4
$741K Buy