Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
2020
Q2
$11K Buy
2017
Q4
Sell
2017
Q3
$84K Sell
2017
Q2
$158K Buy
2017
Q1
$141K Buy
2016
Q4
$24K Buy
2016
Q1
Sell
2015
Q4
$323K Buy
2015
Q1
Sell
2014
Q4
$448K Buy
2014
Q3
$262K Sell
2014
Q2
$1.3M Sell
2014
Q1
$2.18M Buy