Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$660K Sell
2020
Q2
$732K Sell
2020
Q1
$743K Buy
2019
Q4
$334K Buy
2019
Q3
$312K Sell
2019
Q2
$349K Sell
2019
Q1
$452K Sell
2018
Q4
$446K Sell
2018
Q3
$520K Buy
2018
Q2
$485K Sell
2018
Q1
$573K Sell
2017
Q4
$720K Sell
2017
Q3
$1.12M Sell
2017
Q2
$1.2M Buy
2017
Q1
$1.09M Buy
2016
Q4
$984K Buy
2016
Q3
$956K Buy
2016
Q2
$921K Buy
2016
Q1
$817K Buy
2015
Q4
$530K Buy