Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
2020
Q1
$699K Buy
2019
Q4
$811K Buy
2019
Q3
$745K Hold
2019
Q2
$742K Hold
2019
Q1
$668K Hold
2018
Q4
$564K Hold
2018
Q3
$641K Hold
2018
Q2
$566K Hold
2018
Q1
$511K Hold
2017
Q4
$487K Buy