Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$1.24M Hold
2019
Q3
$1.25M Sell
2019
Q2
$1.37M Hold
2019
Q1
$1.44M Sell
2018
Q4
$1.25M Sell
2018
Q3
$1.52M Sell
2018
Q2
$1.5M Sell
2018
Q1
$1.33M Buy
2017
Q4
$841K Sell
2017
Q3
$769K Sell
2017
Q2
$710K Sell
2017
Q1
$707K Buy