Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
2020
Q2
$786K Sell
2020
Q1
$559K Buy
2019
Q4
$694K Buy
2019
Q3
$696K Buy
2019
Q2
$642K Buy
2019
Q1
$462K Buy
2018
Q4
$409K Sell
2018
Q3
$436K Buy
2018
Q2
$349K Buy
2018
Q1
$179K Hold
2017
Q4
$189K Sell
2017
Q3
$183K Hold
2017
Q2
$181K Buy
2017
Q1
$187K Buy
2016
Q4
$206K Buy
2016
Q3
$172K Buy
2016
Q2
$180K Buy