Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$713K Sell
2020
Q2
$738K Sell
2020
Q1
$654K Sell
2019
Q4
$861K Buy
2019
Q3
$766K Buy
2019
Q2
$321K Buy
2019
Q1
$213K Sell
2018
Q4
$390K Sell
2018
Q3
$453K Buy
2014
Q4
Sell
2014
Q3
$1.8M Sell
2014
Q2
$1.71M Buy
2014
Q1
$1.46M Buy
2013
Q4
$1.27M Buy
2013
Q3
$942K Buy
2013
Q2
$678K Buy