Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$291K Sell
2020
Q2
$327K Sell
2020
Q1
$255K Buy
2019
Q4
$296K Buy
2019
Q3
$237K Buy
2019
Q2
$213K Buy
2019
Q1
$230K Sell
2018
Q4
$289K Buy
2018
Q3
$296K Buy
2018
Q2
$290K Buy
2018
Q1
$296K Sell
2017
Q4
$302K Buy
2017
Q3
$277K Buy
2017
Q2
$226K Buy
2017
Q1
$203K Buy
2015
Q1
Sell
2014
Q4
$245K Buy