Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
2020
Q2
$290K Buy
2016
Q4
Sell
2016
Q3
$232K Buy
2016
Q1
Sell
2015
Q4
$429K Buy
2015
Q3
$285K Sell
2015
Q2
$550K Buy
2014
Q3
Sell
2014
Q2
$363K Sell
2014
Q1
$2.73M Buy
2013
Q4
$1.14M Buy
2013
Q3
$130K Sell
2013
Q2
$5.62M Buy