Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$525K Buy
2020
Q1
$416K Buy
2019
Q4
$480K Sell
2019
Q3
$722K Sell
2019
Q2
$777K Sell
2019
Q1
$845K Sell
2018
Q4
$693K Sell
2018
Q3
$1.01M Buy
2018
Q2
$932K Buy
2018
Q1
$1.02M Sell
2017
Q4
$1.11M Sell
2017
Q3
$1.19M Buy
2017
Q2
$981K Buy
2017
Q1
$1.02M Hold
2016
Q4
$1.12M Hold
2016
Q3
$969K Hold
2016
Q2
$985K Hold
2016
Q1
$919K Sell
2015
Q4
$788K Buy