Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
$746K Sell
2019
Q3
$753K Sell
2019
Q2
$752K Buy
2019
Q1
$581K Sell
2018
Q4
$693K Sell
2018
Q3
$983K Sell
2018
Q2
$1.29M Buy
2018
Q1
$1.04M Buy
2017
Q4
$629K Buy
2017
Q3
$385K Buy
2017
Q2
$115K Buy
2017
Q1
$75K Buy
2016
Q4
$44K Sell
2016
Q3
$69K Buy
2016
Q2
$43K Buy