Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
$235K Sell
2019
Q3
$255K Buy
2019
Q2
$263K Sell
2019
Q1
$256K Sell
2018
Q4
$195K Buy
2018
Q3
$301K Sell
2018
Q2
$289K Sell
2018
Q1
$248K Buy
2017
Q4
$223K Buy
2017
Q3
$151K Sell
2017
Q2
$180K Buy
2017
Q1
$180K Buy
2016
Q4
$214K Sell
2016
Q3
$231K Buy
2016
Q2
$236K Buy