Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$930K Sell
2020
Q4
$764K Sell
2020
Q3
$1.21M Buy
2020
Q2
$660K Sell
2020
Q1
$577K Buy
2019
Q4
$572K Buy
2019
Q3
$531K Buy
2019
Q2
$239K Buy
2019
Q1
$10K Sell
2018
Q4
$9K Buy
2018
Q3
$6K Sell
2018
Q2
$106K Buy
2014
Q1
Sell
2013
Q4
$7.75M Sell
2013
Q3
$14M Buy
2013
Q2
$9.71M Buy