Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
2020
Q3
$80K Sell
2020
Q2
$1.71M Buy
2020
Q1
$322K Sell
2019
Q4
$2.62M Sell
2019
Q3
$2.51M Sell
2019
Q2
$2.79M Sell
2019
Q1
$2.72M Buy
2018
Q4
$386K Sell
2018
Q3
$423K Buy
2018
Q2
$3.51M Sell
2018
Q1
$4.31M Buy
2017
Q4
$567K Buy
2017
Q3
$533K Buy
2017
Q2
$468K Buy
2017
Q1
$105K Buy