Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$865K Sell
2020
Q2
$830K Sell
2020
Q1
$861K Sell
2019
Q4
$1.46M Sell
2019
Q3
$1.6M Buy
2019
Q2
$1.28M Sell
2019
Q1
$1.44M Buy
2018
Q4
$1.27M Sell
2018
Q3
$1.53M Sell
2018
Q2
$1.64M Sell
2018
Q1
$1.8M Sell
2017
Q4
$2.05M Sell
2017
Q3
$1.95M Sell
2017
Q2
$2.5M Buy
2017
Q1
$2.7M Buy
2016
Q4
$2.93M Buy
2016
Q3
$2.85M Buy