Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$543K Sell
2018
Q4
$468K Buy
2018
Q3
$582K Hold
2018
Q2
$538K Sell
2018
Q1
$659K Buy
2017
Q4
$628K Buy
2017
Q3
$589K Sell
2017
Q2
$664K Sell
2017
Q1
$1.08M Sell
2016
Q4
$1.04M Buy
2016
Q3
$958K Buy
2016
Q2
$896K Buy
2016
Q1
$865K Buy
2015
Q4
$768K Sell
2015
Q3
$848K Buy
2015
Q2
$821K Buy