Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
$810K Sell
2019
Q2
$892K Sell
2019
Q1
$1.1M Sell
2018
Q4
$1.05M Sell
2018
Q3
$1.21M Buy
2018
Q2
$1.06M Buy
2018
Q1
$1.14M Sell
2017
Q4
$1.29M Sell
2017
Q3
$1.38M Sell
2017
Q2
$1.41M Buy
2017
Q1
$1.26M Sell
2016
Q4
$1.22M Sell
2016
Q3
$1.21M Sell
2016
Q2
$1.22M Sell
2016
Q1
$1.18M Sell
2015
Q4
$1.17M Buy
2015
Q3
$1.02M Hold
2015
Q2
$1.11M Hold
2015
Q1
$1.19M Hold
2014
Q4
$1.19M Buy
2014
Q3
$996K Sell
2014
Q2
$1.02M Hold
2014
Q1
$965K Sell
2013
Q4
$1.01M Sell
2013
Q3
$993K Sell
2013
Q2
$1.03M Buy