Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
2020
Q1
$496K Buy
2019
Q4
$725K Hold
2019
Q3
$732K Hold
2019
Q2
$703K Hold
2019
Q1
$706K Buy
2018
Q4
$616K Hold
2018
Q3
$619K Buy
2018
Q2
$592K Sell
2018
Q1
$571K Hold
2017
Q4
$613K Hold
2017
Q3
$615K Sell
2017
Q2
$603K Sell
2017
Q1
$623K Buy
2016
Q4
$637K Buy