Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$485K Sell
2020
Q2
$478K Sell
2020
Q1
$541K Sell
2019
Q4
$1.13M Sell
2019
Q3
$1.26M Sell
2019
Q2
$1.25M Sell
2019
Q1
$1.27M Buy
2018
Q4
$1.07M Sell
2018
Q3
$1.37M Sell
2018
Q2
$1.52M Buy
2018
Q1
$975K Sell
2017
Q4
$1.1M Sell
2017
Q3
$1.04M Sell
2017
Q2
$1.12M Buy
2017
Q1
$1.07M Buy
2016
Q4
$995K Buy
2016
Q3
$1.03M Buy