Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
2020
Q2
$258K Hold
2020
Q1
$242K Hold
2019
Q4
$475K Hold
2019
Q3
$340K Hold
2019
Q2
$546K Hold
2019
Q1
$664K Hold
2018
Q4
$906K Hold
2018
Q3
$1.41M Hold
2018
Q2
$1.01M Hold
2018
Q1
$946K Hold
2017
Q4
$1.12M Hold
2017
Q3
$1.58M Hold
2017
Q2
$1.99M Sell
2017
Q1
$3.43M Hold
2016
Q4
$2.77M Sell
2016
Q3
$3.51M Hold
2016
Q2
$2.92M Hold
2016
Q1
$2.08M Buy
2015
Q4
$1.91M Hold
2015
Q3
$1.04M Buy