Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
2019
Q3
$173K Sell
2019
Q2
$729K Buy
2019
Q1
$766K Buy
2018
Q4
$541K Buy
2018
Q3
$539K Buy
2018
Q2
$460K Sell
2018
Q1
$540K Sell
2017
Q4
$723K Buy
2017
Q3
$680K Buy
2017
Q2
$540K Buy