Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
2021
Q1
$1.73M Sell
2020
Q4
$1.59M Hold
2020
Q3
$1.21M Sell
2020
Q2
$4.42M Buy
2020
Q1
$4.23M Buy
2019
Q4
$3.96M Sell
2019
Q3
$3.69M Hold
2019
Q2
$2.87M Sell
2019
Q1
$3.1M Sell
2018
Q4
$2.29M Hold
2018
Q3
$2.71M Hold
2018
Q2
$2.85M Hold
2018
Q1
$2.44M Sell
2017
Q4
$3.28M Sell
2017
Q3
$3.51M Buy
2017
Q2
$1.33M Hold
2017
Q1
$1.42M Buy
2016
Q4
$103K Sell
2016
Q3
$308K Hold
2016
Q2
$287K Hold
2016
Q1
$236K Buy
2015
Q4
$1K Buy