Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$546K Sell
2020
Q2
$1.11M Sell
2020
Q1
$794K Hold
2019
Q4
$1.1M Sell
2019
Q3
$959K Hold
2019
Q2
$903K Buy
2019
Q1
$903K Buy
2018
Q4
$620K Buy
2018
Q3
$437K Sell
2018
Q2
$457K Buy
2018
Q1
$6K Sell
2017
Q4
$13K Buy