Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$481K Sell
2020
Q2
$437K Sell
2020
Q1
$984K Sell
2019
Q4
$1.68M Sell
2019
Q3
$1.51M Buy
2019
Q2
$1.5M Buy
2019
Q1
$1.58M Sell
2018
Q4
$1.3M Sell
2018
Q3
$1.26M Buy
2018
Q2
$1.08M Buy
2018
Q1
$784K Buy
2017
Q4
$468K Sell
2017
Q3
$691K Buy
2017
Q2
$556K Buy
2017
Q1
$248K Buy
2016
Q4
$181K Buy