Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
2019
Q2
$2.7M Sell
2019
Q1
$2.6M Buy
2018
Q1
Sell
2017
Q4
$383K Sell
2017
Q3
$611K Sell
2017
Q2
$576K Buy