Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
2019
Q2
$738K Sell
2019
Q1
$940K Hold
2018
Q4
$831K Sell
2018
Q3
$1.08M Sell
2018
Q2
$1.1M Buy
2018
Q1
$934 Hold
2017
Q4
$967K Sell
2017
Q3
$860 Buy
2017
Q2
$316K Buy
2017
Q1
$236K Buy
2016
Q4
$210K Hold
2016
Q3
$203K Buy