Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$354K Sell
2020
Q2
$398K Sell
2020
Q1
$367K Sell
2019
Q4
$846K Buy
2019
Q3
$687K Buy
2019
Q2
$472K Sell
2019
Q1
$461K Buy
2018
Q4
$334K Sell
2018
Q3
$530K Buy
2018
Q2
$534K Buy
2018
Q1
$478K Buy
2017
Q4
$336K Buy
2017
Q1
Sell
2016
Q4
$236K Sell
2016
Q3
$237K Sell
2016
Q2
$241K Buy