Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
2020
Q4
$6.72M Buy
2020
Q3
$4.13M Sell
2020
Q2
$3.5M Hold
2020
Q1
$2.94M Sell
2019
Q4
$3.85M Buy
2019
Q3
Sell
2019
Q2
$2.35M Buy
2019
Q1
$2.15M Buy
2018
Q4
$1.71M Hold
2018
Q3
$2.05M Hold
2018
Q2
$1.7M Hold
2018
Q1
$1.98M Hold
2017
Q4
$1.84M Hold
2017
Q3
$1.74M Hold
2017
Q2
$1.62M Hold
2017
Q1
$1.52M Buy
2016
Q4
$1.05M Buy
2016
Q3
$753K Hold
2016
Q2
$645K Hold
2016
Q1
$645K Hold
2015
Q4
$560K Buy