Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$950K Sell
2020
Q4
$1.41M Buy
2020
Q3
$1.1M Buy
2020
Q2
$527K Buy
2020
Q1
$484K Buy
2019
Q4
$574K Hold
2019
Q3
$592K Sell
2019
Q2
$585K Sell
2019
Q1
$565K Hold
2018
Q4
$448K Hold
2018
Q3
$508K Hold
2018
Q2
$484K Hold
2018
Q1
$448K Sell
2017
Q4
$447K Sell
2017
Q3
$417K Sell
2017
Q2
$409K Sell
2017
Q1
$406K Hold
2016
Q4
$367K Buy