Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
2020
Q4
$327K Sell
2020
Q3
$717K Sell
2020
Q2
$723K Hold
2020
Q1
$664K Hold
2019
Q4
$803K Sell
2019
Q3
$887K Hold
2019
Q2
$841K Hold
2019
Q1
$861K Hold
2018
Q4
$693K Buy
2015
Q4
Sell
2015
Q3
$1.58M Hold
2015
Q2
$1.77M Buy
2014
Q1
Sell
2013
Q4
$2.53M Buy