Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
2020
Q3
$10K Sell
2020
Q2
$353K Buy
2017
Q3
Sell
2017
Q2
$456K Buy
2017
Q1
Sell
2016
Q4
$465K Buy
2016
Q3
$436K Buy
2016
Q2
$457K Sell
2016
Q1
$431K Sell
2015
Q4
$441K Sell
2015
Q3
$425K Buy