Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
2020
Q2
$1.1M Hold
2020
Q1
$655K Hold
2019
Q4
$702K Hold
2019
Q3
$678K Buy
2019
Q2
$281K Buy
2018
Q4
Sell
2018
Q3
$102K Hold
2018
Q2
$61K Buy