Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$1.38M Sell
2020
Q4
$1.28M Buy
2020
Q3
$1.19M Buy
2020
Q2
$1.04M Buy
2020
Q1
$682K Sell
2019
Q4
$917K Sell
2019
Q3
$962K Buy
2019
Q2
$863K Hold
2019
Q1
$946K Hold
2018
Q4
$827 Buy
2018
Q3
$942K Buy
2018
Q2
$845K Buy
2018
Q1
$670K Hold
2017
Q4
$689K Buy