Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
2020
Q2
$456K Hold
2020
Q1
$411K Hold
2019
Q4
$547K Hold
2019
Q3
$413K Hold
2019
Q2
$537K Hold
2019
Q1
$516K Sell
2018
Q4
$509K Hold
2018
Q3
$710K Hold
2018
Q2
$627K Hold
2018
Q1
$746K Hold
2017
Q4
$672K Hold
2017
Q3
$582K Hold
2017
Q2
$415K Buy
2017
Q1
$297K Hold
2016
Q4
$229K Buy
2016
Q3
$361K Hold
2016
Q2
$349K Buy
2016
Q1
$243K Hold
2015
Q4
$286K Buy