Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$352K Buy
2019
Q3
$353K Sell
2019
Q2
$333K Hold
2019
Q1
$317K Hold
2018
Q4
$292K Hold
2018
Q3
$302K Sell
2018
Q2
$297K Hold
2018
Q1
$320K Hold
2017
Q4
$342K Hold
2017
Q3
$333K Hold
2017
Q2
$340K Hold
2017
Q1
$318K Buy
2016
Q4
$256K Hold
2016
Q3
$238K Buy
2016
Q2
Sell
2016
Q1
$243K Buy