Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
$606K Sell
2020
Q3
$529K Buy
2020
Q2
$416K Sell
2020
Q1
$298K Buy
2018
Q4
Sell
2018
Q3
$432K Buy
2018
Q1
Sell
2017
Q4
$271K Hold
2017
Q3
$246K Sell
2017
Q2
$290K Hold
2017
Q1
$290K Buy
2016
Q2
Sell
2016
Q1
$212K Buy