Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$1.51M Hold
2019
Q3
$1.35M Hold
2019
Q2
$1M Hold
2019
Q1
$1.01M Hold
2018
Q4
$761K Buy
2018
Q1
Sell
2017
Q4
$1.12M Hold
2017
Q3
$1.13M Hold
2017
Q2
$979K Hold
2017
Q1
$1.02M Hold
2016
Q4
$842K Buy
2016
Q1
Sell
2015
Q4
$714K Hold
2015
Q3
$515K Hold
2015
Q2
$579K Hold
2015
Q1
$600K Hold
2014
Q4
$724K Buy