Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$250K Sell
2021
Q3
$207K Hold
2021
Q2
$200K Hold
2021
Q1
$178K Sell
2020
Q4
$234K Hold
2020
Q3
$204K Hold
2020
Q2
$161K Hold
2020
Q1
$112K Hold
2019
Q4
$129K Hold
2019
Q3
$99K Hold
2019
Q2
$87K Sell
2019
Q1
$130K Hold
2018
Q4
$108K Buy