Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
$115K Sell
2019
Q3
$1.27M Buy
2019
Q2
$28K Sell
2019
Q1
$142K Buy
2018
Q4
$51K Buy
2018
Q3
$33K Sell
2018
Q2
$237K Sell
2018
Q1
$164K Sell
2017
Q4
$156K Hold
2017
Q3
$127K Hold
2017
Q2
$116K Sell
2017
Q1
$84K Sell
2016
Q4
$58K Sell
2016
Q3
$203K Buy
2016
Q2
$148K Buy