Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$381K Sell
2019
Q3
$743K Sell
2019
Q2
$1.18M Hold
2019
Q1
$968K Buy
2018
Q4
$731K Sell
2018
Q3
$988K Buy
2018
Q2
$847K Sell
2018
Q1
$882K Buy
2017
Q4
$947K Buy
2017
Q3
$742K Hold
2017
Q2
$627K Buy
2017
Q1
$527K Sell
2016
Q4
$584K Buy
2016
Q3
$254K Sell
2016
Q2
$632K Buy
2016
Q1
$606K Buy
2013
Q4
Sell
2013
Q3
$368K Buy
2013
Q2
$231K Buy