Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
$598K Sell
2020
Q3
$322K Sell
2020
Q2
$297K Sell
2020
Q1
$268K Buy
2019
Q4
$286K Sell
2019
Q3
$245K Sell
2019
Q2
$459K Sell
2019
Q1
$675K Buy
2018
Q4
$242K Buy
2018
Q3
$231K Buy