Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
$625K Sell
2020
Q3
$564K Sell
2020
Q2
$447K Sell
2020
Q1
$320K Sell
2019
Q4
$434K Hold
2019
Q3
$324K Buy
2019
Q2
$282K Buy
2019
Q1
$268K Sell
2018
Q4
$237K Buy
2018
Q3
$323K Hold
2018
Q2
$264K Sell
2018
Q1
$576K Buy
2017
Q4
$509K Buy