Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
2019
Q2
$212K Sell
2019
Q1
$251K Sell
2018
Q4
$825K Sell
2018
Q3
$2.01M Sell
2018
Q2
$2.36M Buy
2018
Q1
$2.21M Buy
2017
Q4
$1.47M Buy
2017
Q3
$581K Buy
2016
Q4
Sell
2016
Q3
$129K Buy