Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
$1M Sell
2019
Q2
$2.97M Buy
2019
Q1
$2.85M Buy
2018
Q4
Sell
2018
Q3
$353K Sell
2018
Q2
$324K Sell
2018
Q1
$285K Buy
2017
Q4
$243K Sell
2017
Q3
$1.08M Sell
2017
Q2
$881K Buy
2017
Q1
$860K Sell
2016
Q4
$866K Hold
2016
Q3
$866K Buy