Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
2020
Q4
$372K Sell
2020
Q3
$359K Sell
2020
Q2
$298K Sell
2020
Q1
$243K Sell
2019
Q4
$322K Sell
2019
Q3
$404K Buy
2019
Q2
$388K Sell
2019
Q1
$460K Buy
2018
Q4
$370K Sell
2018
Q3
$1.26M Hold
2018
Q2
$1.09M Sell
2018
Q1
$949K Sell
2017
Q4
$1.06M Sell
2017
Q3
$1.07M Buy
2017
Q2
$846K Sell
2017
Q1
$895K Sell
2016
Q4
$785K Sell
2016
Q3
$689K Buy