Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
$530K Sell
2019
Q4
$644K Sell
2019
Q3
$657K Sell
2019
Q2
$878K Sell
2019
Q1
$1.23M Buy
2018
Q4
$1.26M Sell
2018
Q3
$1.6M Sell
2018
Q2
$1.58M Sell
2018
Q1
$1.57M Buy
2017
Q4
$1.48M Sell
2017
Q3
$1.48M Sell
2017
Q2
$1.46M Buy
2017
Q1
$1.33M Sell
2016
Q4
$1.37M Buy
2016
Q3
$1.33M Buy
2016
Q2
$1.21M Sell
2016
Q1
$1.08M Sell
2015
Q4
$1.18M Sell
2015
Q3
$1.15M Sell
2015
Q2
$1.25M Sell
2015
Q1
$1.78M Sell
2014
Q4
$1.68M Sell
2014
Q3
$1.88M Buy
2014
Q2
$1.33M Sell
2014
Q1
$1.45M Buy