Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$976K Buy
2019
Q3
Sell
2019
Q2
$254K Sell
2019
Q1
$1.47M Buy
2017
Q3
Sell
2017
Q2
$3.54M Hold
2017
Q1
$3.71M Sell
2016
Q4
$3.23M Hold
2016
Q3
$2.81M Buy