Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $555K | Sell |
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|
2021
Q1 | $706K | Sell |
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|
2020
Q4 | $822K | Sell |
|
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|
2020
Q3 | $1.44M | Sell |
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|
2020
Q2 | $1.2M | Hold |
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|
2020
Q1 | $1.21M | Buy |
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|
2019
Q3 | – | Sell |
|
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|
2019
Q2 | $1.59M | Sell |
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|
2019
Q1 | $1.58M | Hold |
|
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|
2018
Q4 | $1.33M | Hold |
|
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|
2018
Q3 | $1.6M | Sell |
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|
2018
Q2 | $1.48M | Buy |
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|
2018
Q1 | $1.61M | Hold |
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|
2017
Q4 | $1.43M | Hold |
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|
2017
Q3 | $1.31M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $8.17M | Buy |
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|
2016
Q3 | $7.6M | Hold |
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|
2016
Q2 | $6.47M | Hold |
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|
2016
Q1 | $5.93M | Buy |
|