Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
$450K Sell
2020
Q3
$413K Sell
2020
Q2
$443K Sell
2020
Q1
$555K Sell
2019
Q4
$743K Sell
2019
Q3
$781K Sell
2019
Q2
$1.13M Buy
2019
Q1
$928K Buy
2018
Q4
$843K Sell
2018
Q3
$977K Buy
2018
Q2
$870K Sell
2018
Q1
$984K Buy
2017
Q4
$1.04M Sell
2017
Q3
$970K Buy
2017
Q2
$960K Buy
2017
Q1
$835K Sell
2016
Q4
$937K Buy
2016
Q3
$921K Buy
2016
Q2
$907K Buy
2016
Q1
$730K Buy