Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
2020
Q1
$792K Sell
2019
Q4
$1.2M Sell
2019
Q3
$1.28M Hold
2019
Q2
$1.17M Sell
2019
Q1
$1.19M Buy
2018
Q4
Sell
2018
Q3
$1.23M Hold
2018
Q2
$1.17M Sell
2018
Q1
$1.31M Hold
2017
Q4
$1.4M Sell
2017
Q3
$1.49M Sell
2017
Q2
$1.66M Buy