Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$1.2M Sell
2020
Q4
$1M Buy
2020
Q3
$886K Sell
2020
Q2
$866K Sell
2020
Q1
$703K Buy
2019
Q4
$1M Buy
2019
Q3
Sell
2019
Q2
$701K Sell
2019
Q1
$688K Sell
2018
Q4
$668K Buy
2018
Q3
$578K Buy
2018
Q2
$519K Buy
2018
Q1
$428K Sell
2017
Q4
$479K Buy
2017
Q3
$443K Sell
2017
Q2
$420K Buy
2017
Q1
$347K Buy
2016
Q4
$296K Buy
2016
Q3
$236K Buy