Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$544K Sell
2021
Q3
$668K Hold
2021
Q2
$712K Hold
2021
Q1
$749K Sell
2020
Q4
$751K Hold
2020
Q3
$745K Sell
2020
Q2
$792K Sell
2020
Q1
$793K Sell
2019
Q4
$1.1M Sell
2019
Q3
$1.12M Hold
2019
Q2
$994K Hold
2019
Q1
$931K Hold
2018
Q4
$847K Buy