Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
2020
Q2
$1.38M Sell
2020
Q1
$1.07M Buy
2019
Q4
$1.3M Sell
2019
Q3
$1.17M Sell
2019
Q2
$879K Sell
2019
Q1
$930K Buy
2018
Q4
$445K Sell
2018
Q3
$777K Buy
2018
Q2
$782K Buy
2018
Q1
$751K Buy