Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$497K Sell
2019
Q3
$1.51M Hold
2019
Q2
$1.02M Hold
2019
Q1
$909K Sell
2018
Q4
$1.06M Hold
2018
Q3
$1.16M Buy
2018
Q2
$1.12M Hold
2018
Q1
$764K Sell
2017
Q4
$1.11M Sell
2017
Q3
$933K Buy