Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$1.35M Sell
2020
Q2
$806K Hold
2020
Q1
$391K Sell
2019
Q4
$350K Hold
2019
Q3
$201K Buy
2019
Q2
Sell
2019
Q1
$220K Buy
2018
Q4
$237K Sell
2018
Q3
$207K Sell
2018
Q2
$290K Sell
2018
Q1
$234K Buy
2017
Q4
$217K Buy
2017
Q3
$236K Buy
2017
Q2
$214K Buy