Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$701K Buy
2019
Q3
$537K Sell
2019
Q2
$955K Sell
2019
Q1
$1.2M Buy
2018
Q4
$947K Buy
2018
Q3
$463K Buy
2018
Q2
Sell
2018
Q1
$626K Sell
2017
Q4
$832K Buy
2017
Q3
$695K Buy
2017
Q2
$367K Buy
2015
Q1
Sell
2014
Q4
$467K Buy
2014
Q3
$405K Sell
2014
Q2
$488K Buy
2014
Q1
$302K Buy
2013
Q4
$244K Sell
2013
Q3
$303K Buy