Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$403K Sell
2018
Q4
$680K Sell
2018
Q3
$685K Sell
2018
Q2
$792K Buy
2018
Q1
$733K Hold
2017
Q4
$650K Hold
2017
Q3
$536K Sell
2017
Q2
$502K Buy
2017
Q1
$522K Hold
2016
Q4
$525K Buy
2016
Q3
$455K Hold
2016
Q2
$396K Sell
2016
Q1
$560K Sell
2015
Q4
$625K Buy
2015
Q3
$533K Buy
2015
Q2
$529K Sell
2015
Q1
$555K Buy