Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$279K Sell
2021
Q2
$284K Sell
2021
Q1
$283K Sell
2020
Q4
$254K Sell
2020
Q3
$297K Sell
2020
Q2
$397K Sell
2020
Q1
$433K Sell
2019
Q4
$675K Sell
2019
Q3
$681K Sell
2019
Q2
$747K Sell
2019
Q1
$784K Sell
2018
Q4
$680K Buy