Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
$254K Sell
2020
Q3
$271K Buy
2020
Q2
$287K Sell
2020
Q1
$299K Sell
2019
Q4
$411K Sell
2019
Q3
$412K Sell
2019
Q2
$473K Hold
2019
Q1
$494K Sell
2018
Q4
$466K Sell
2018
Q3
$520K Buy
2018
Q2
$489K Buy
2018
Q1
$453K Buy
2017
Q4
$396K Buy
2017
Q3
$410K Buy
2017
Q2
$382K Buy
2017
Q1
$304K Buy
2016
Q4
$246K Sell
2016
Q3
$279K Sell
2016
Q2
$285K Buy
2016
Q1
$251K Buy