Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
$400K Sell
2019
Q2
$1.49M Buy
2019
Q1
$1.07M Buy
2018
Q4
$569K Buy
2018
Q3
$699K Hold
2018
Q2
$616K Hold
2018
Q1
$595K Sell
2017
Q4
$592K Buy