Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
$440K Sell
2019
Q3
$435K Sell
2019
Q2
$1.21M Buy
2019
Q1
$189K Buy
2018
Q4
$70K Sell
2018
Q3
$131K Buy
2018
Q2
$56K Buy
2018
Q1
$51K Buy
2017
Q4
$36K Buy
2017
Q3
$16K Buy
2017
Q2
$3K Sell
2017
Q1
$4K Buy
2016
Q4
$3K Hold
2016
Q3
$3K Hold
2016
Q2
$2K Buy