Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$419K Sell
2019
Q3
$386K Sell
2019
Q2
$737K Sell
2019
Q1
$770K Buy
2018
Q4
$726K Buy
2018
Q3
$965K Buy
2018
Q2
$591K Buy
2018
Q1
$243K Buy
2015
Q1
Sell
2014
Q4
$70K Buy
2014
Q2
Sell
2014
Q1
$205K Buy
2013
Q4
Sell
2013
Q3
$46K Buy