Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$513K Sell
2020
Q1
$448K Sell
2019
Q4
$575K Hold
2019
Q3
$593K Sell
2019
Q2
$671K Sell
2019
Q1
$665K Hold
2018
Q4
$534K Sell
2018
Q3
$635K Buy
2017
Q4
Sell
2017
Q3
$257K Sell
2017
Q2
$249K Sell
2017
Q1
$332K Buy
2016
Q4
$281K Sell
2016
Q3
$500K Buy
2016
Q2
$383K Hold
2016
Q1
$380K Buy
2015
Q4
$344K Buy