Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$536K Sell
2018
Q4
$500K Sell
2018
Q3
$578K Buy
2018
Q2
$500K Buy
2018
Q1
$231K Buy
2017
Q4
Sell
2017
Q3
$272K Sell
2017
Q2
$769K Sell
2017
Q1
$1.8M Buy
2016
Q4
$949K Buy