Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
$224K Buy
2018
Q4
Sell
2018
Q3
$242K Sell
2018
Q2
$262K Sell
2018
Q1
$488K Sell
2017
Q4
$485K Sell
2017
Q3
$324K Buy
2017
Q2
$355K Buy
2017
Q1
$280K Buy
2016
Q4
$207K Hold
2016
Q3
$207K Sell
2016
Q2
$470K Buy
2016
Q1
Sell
2015
Q4
$217K Buy
2015
Q2
Sell
2015
Q1
$2.27M Buy