Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
2020
Q4
$1.5M Hold
2020
Q3
$1.2M Sell
2020
Q2
$1.01M Sell
2020
Q1
$2.6M Sell
2019
Q4
$3.21M Buy
2019
Q3
$1.46M Sell
2019
Q2
$3.1M Buy
2016
Q2
Sell
2016
Q1
$350K Sell
2015
Q4
$361K Sell
2015
Q3
$415K Hold
2015
Q2
$468K Sell
2015
Q1
$680K Buy
2014
Q4
$544K Buy
2014
Q2
Sell
2014
Q1
$8.26M Hold
2013
Q4
$7.58M Sell
2013
Q3
$8.69M Buy