Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$624K Sell
2020
Q2
$634K Sell
2020
Q1
$612K Sell
2019
Q4
$823K Buy
2019
Q3
$784K Hold
2019
Q2
$750K Sell
2019
Q1
$779K Hold
2018
Q4
$702K Buy
2018
Q3
$621K Sell
2018
Q2
$640K Buy
2018
Q1
$11K Sell
2017
Q4
$24K Buy