Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
2020
Q1
$397K Buy
2019
Q4
$455K Buy
2019
Q3
$388K Buy
2019
Q2
$350K Buy
2019
Q1
$364K Sell
2018
Q4
$556K Sell
2018
Q3
$592K Buy
2018
Q2
$538K Sell
2018
Q1
$551K Buy
2017
Q4
Sell
2017
Q3
$376K Buy
2017
Q2
$312K Sell
2017
Q1
$317K Sell
2016
Q4
$295K Buy
2016
Q3
$235K Sell
2016
Q2
$277K Buy
2016
Q1
$259K Sell
2015
Q4
$249K Buy