Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
2020
Q2
$1.35M Buy
2020
Q1
$262K Sell
2019
Q4
$12.3M Buy
2019
Q3
$8.89M Buy
2017
Q4
Hold
2017
Q3
Sell
2017
Q2
$1.24M Hold
2017
Q1
$1.17M Sell
2016
Q4
$1.61M Buy
2016
Q3
$207K Buy