Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
2019
Q1
$343K Sell
2018
Q4
$685K Sell
2018
Q3
$902K Sell
2018
Q2
$931K Hold
2018
Q1
$960K Sell
2017
Q4
$1.07M Hold
2017
Q3
$1.02M Sell
2017
Q2
$1.06M Hold
2017
Q1
$1.12M Hold
2016
Q4
$1.09M Sell
2016
Q3
$1.21M Hold
2016
Q2
$1.22M Sell
2016
Q1
$1.24M Sell
2015
Q4
$1.08M Sell
2015
Q3
$992K Hold
2015
Q2
$1.13M Hold
2015
Q1
$1.16M Hold
2014
Q4
$1.13M Sell
2014
Q3
$1.11M Sell
2014
Q2
$1.21M Sell
2014
Q1
$1.3M Sell
2013
Q4
$1.38M Sell
2013
Q3
$1.37M Hold
2013
Q2
$1.37M Buy