Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$398K Sell
2021
Q2
$415K Sell
2021
Q1
$458K Sell
2020
Q4
$378K Sell
2020
Q3
$333K Sell
2020
Q2
$305K Buy
2020
Q1
Sell
2019
Q4
$217K Sell
2019
Q3
$250K Buy
2019
Q2
Sell
2019
Q1
$246K Buy
2018
Q4
Sell
2018
Q3
$221K Buy