Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$750K Sell
2020
Q2
$380K Buy
2019
Q4
Sell
2019
Q3
$881K Sell
2019
Q2
$835K Hold
2019
Q1
$1.05M Hold
2018
Q4
$1.24M Hold
2018
Q3
$990K Hold
2018
Q2
$1.28M Hold
2018
Q1
$995K Hold
2017
Q4
$1.16M Hold
2017
Q3
$1.27M Hold
2017
Q2
$1.35M Hold
2017
Q1
$1.04M Hold
2016
Q4
$799K Hold
2016
Q3
$763K Hold
2016
Q2
$794K Sell
2016
Q1
$911K Hold
2015
Q4
$952K Buy