Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$860K Sell
2020
Q2
$933K Sell
2020
Q1
$982K Sell
2019
Q4
$1.16M Sell
2019
Q3
$1.17M Sell
2019
Q2
$1.48M Buy
2019
Q1
$1.28M Buy
2018
Q4
$1M Buy