Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$501K Sell
2019
Q3
$453K Buy
2019
Q2
$443K Sell
2019
Q1
$472K Buy
2018
Q4
$437K Buy
2018
Q3
$486K Sell
2018
Q2
$532K Buy
2018
Q1
$458K Sell
2017
Q4
$490K Sell
2017
Q3
$525K Buy