Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$203K Sell
2020
Q1
$251K Buy
2019
Q4
$276K Sell
2019
Q3
$244K Sell
2019
Q2
$440K Buy
2019
Q1
$300K Sell
2018
Q4
$451K Sell
2018
Q3
$1.01M Buy
2018
Q2
$829K Sell
2018
Q1
$2.18M Sell
2017
Q4
$2.74M Buy
2014
Q3
Sell
2014
Q2
$284K Buy
2014
Q1
$231K Buy
2013
Q4
$230K Sell
2013
Q3
$320K Buy
2013
Q2
$292K Buy