Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
2021
Q1
$201K Buy
2020
Q3
Sell
2020
Q2
$239K Hold
2020
Q1
$231K Hold
2019
Q4
$309K Sell
2019
Q3
$311K Hold
2019
Q2
$282K Sell
2019
Q1
$375K Sell
2018
Q4
$362K Sell
2018
Q3
$649K Sell
2018
Q2
$677K Sell
2018
Q1
$822K Sell
2017
Q4
$1.08M Buy