Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$503K Sell
2020
Q4
$399K Sell
2020
Q3
$344K Sell
2020
Q2
$396K Sell
2020
Q1
$460K Sell
2019
Q4
$1.04M Buy
2019
Q3
Sell
2019
Q2
$464K Buy
2015
Q1
Sell
2014
Q4
$409K Sell
2014
Q3
$522K Sell
2014
Q2
$1.45M Sell
2014
Q1
$1.47M Buy
2013
Q4
$1.45M Buy
2013
Q3
$1.41M Buy
2013
Q2
$584K Buy