Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
2020
Q3
$469K Buy
2020
Q2
$419K Sell
2020
Q1
$686K Buy
2019
Q4
$831K Sell
2019
Q3
$847K Buy
2019
Q2
$818K Sell
2019
Q1
$1.02M Sell
2018
Q4
$889K Buy
2018
Q3
$1.06M Sell
2018
Q2
$1.39M Sell
2018
Q1
$1.23M Buy
2017
Q4
$1.22M Buy
2017
Q3
$1.03M Buy
2017
Q2
$651K Buy
2017
Q1
$448K Sell
2016
Q4
$562K Buy