Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
$780K Sell
2020
Q3
$548K Sell
2020
Q2
$581K Buy
2020
Q1
$289K Buy
2019
Q4
$113K Sell
2019
Q3
$142K Buy
2019
Q2
$125K Buy
2019
Q1
$125K Sell
2018
Q4
$158K Sell
2018
Q3
$349K Sell
2018
Q2
$392K Sell
2018
Q1
$316K Sell
2017
Q4
$444K Sell
2017
Q3
$412K Buy
2017
Q2
$133K Buy
2017
Q1
$66K Buy
2014
Q4
Sell
2014
Q3
$263K Buy
2014
Q2
$376K Buy