Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$795K Sell
2018
Q4
$767K Sell
2018
Q3
$1.3M Buy
2018
Q2
$1.32M Buy
2018
Q1
$1.3M Buy
2017
Q4
$1.12M Buy
2017
Q3
$931K Buy
2017
Q2
$764K Sell
2017
Q1
$700K Buy
2016
Q4
$520K Buy
2016
Q3
$525K Buy
2014
Q1
Sell
2013
Q4
$334K Buy