Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
2020
Q4
$1.52M Sell
2020
Q3
$1.17M Buy
2020
Q2
$1.35M Sell
2020
Q1
$1.6M Sell
2019
Q4
$1.6M Sell
2019
Q3
$1.48M Buy
2019
Q2
$1.15M Buy
2019
Q1
$1.21M Buy
2018
Q4
$877K Buy
2018
Q3
$905K Buy
2018
Q2
$932K Buy
2018
Q1
$772K Buy
2017
Q4
$918K Buy
2017
Q3
$428K Buy