Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$1.32M Sell
2020
Q1
$1.2M Sell
2019
Q4
$1.49M Sell
2019
Q3
$1.28M Sell
2019
Q2
$1.22M Sell
2019
Q1
$1.37M Sell
2018
Q4
$1.21M Sell
2018
Q3
$1.24M Buy
2018
Q2
$807K Sell
2018
Q1
$864K Sell
2017
Q4
$814K Sell
2017
Q3
$948K Sell
2017
Q2
$842K Buy
2017
Q1
$859K Sell
2016
Q4
$868K Hold
2016
Q3
$904K Buy
2016
Q2
$579K Sell
2016
Q1
$572K Buy
2015
Q4
$586K Buy