Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
2020
Q3
$274K Hold
2020
Q2
$256K Hold
2020
Q1
$254K Hold
2019
Q4
$301K Hold
2019
Q3
$278K Hold
2019
Q2
$277K Hold
2019
Q1
$275K Hold
2018
Q4
$253K Hold
2018
Q3
$235K Hold
2018
Q2
$201K Buy
2017
Q4
Sell
2017
Q3
$212K Hold
2017
Q2
$212K Hold
2017
Q1
$210K Buy
2016
Q4
Sell
2016
Q3
$206K Buy