Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
2019
Q3
$260K Sell
2019
Q2
$373K Sell
2019
Q1
$546K Hold
2018
Q4
$410K Sell
2018
Q3
$577K Sell
2018
Q2
$744K Sell
2018
Q1
$566K Buy
2017
Q4
$250K Buy
2017
Q3
$232K Sell
2017
Q2
$485K Hold
2017
Q1
$479K Buy
2016
Q4
$353K Hold
2016
Q3
$281K Buy
2016
Q2
$216K Buy