Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
$356K Buy
2020
Q3
$312K Sell
2020
Q2
$269K Sell
2020
Q1
$302K Hold
2019
Q4
$390K Buy
2019
Q3
$382K Sell
2019
Q2
$388K Buy
2019
Q1
$384K Buy
2018
Q4
$310K Sell
2018
Q3
$462K Sell
2018
Q2
$440K Sell
2018
Q1
$394K Sell
2017
Q4
$445K Sell
2017
Q3
$433K Sell
2017
Q2
$368K Sell
2017
Q1
$422K Sell
2016
Q4
$410K Sell
2016
Q3
$446K Buy