Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
$598K Sell
2020
Q3
$516K Buy
2020
Q2
$430K Sell
2020
Q1
$298K Buy
2019
Q4
$293K Sell
2019
Q3
$417K Buy
2019
Q2
$361K Buy
2019
Q1
$281K Sell
2018
Q4
$328K Buy
2018
Q3
$261K Buy
2018
Q2
$210K Buy