Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
2020
Q3
$401K Sell
2020
Q2
$421K Buy
2019
Q3
Sell
2019
Q2
$544K Sell
2019
Q1
$497K Buy
2017
Q3
Sell
2017
Q2
$461K Buy
2017
Q1
Sell
2016
Q4
$475K Buy
2016
Q2
Sell
2016
Q1
$506K Buy
2015
Q4
$396K Sell
2015
Q3
$416K Buy
2013
Q4
Sell
2013
Q3
$15K Hold
2013
Q2
$15K Buy