Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$1.65M Sell
2020
Q4
$1.53M Sell
2020
Q3
$1.17M Sell
2020
Q2
$853K Buy
2020
Q1
$684K Buy
2019
Q4
$815K Sell
2019
Q3
$694K Hold
2019
Q2
$600K Sell
2019
Q1
$684K Sell
2018
Q4
$701K Sell
2018
Q3
$1.55M Sell
2018
Q2
$1.37M Hold
2018
Q1
$1.54M Buy
2017
Q4
$1.41M Sell
2017
Q3
$1.39M Buy