Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$406K Sell
2020
Q1
$349K Sell
2019
Q4
$506K Sell
2019
Q3
$492K Buy
2019
Q2
$440K Buy
2019
Q1
$441K Buy
2018
Q4
$388K Sell
2018
Q3
$458K Buy
2018
Q2
$428K Hold
2018
Q1
$356K Sell
2017
Q4
$358K Buy