Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
2021
Q2
$260K Sell
2021
Q1
$284K Hold
2020
Q4
$281K Hold
2020
Q3
$194K Hold
2020
Q2
$190K Sell
2020
Q1
$142K Buy
2019
Q4
Hold
2019
Q3
Hold
2019
Q2
Hold
2019
Q1
Sell
2018
Q4
$92K Sell
2018
Q3
$174K Buy