Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
$10K Sell
2019
Q3
$56K Sell
2019
Q2
$79K Sell
2019
Q1
$84K Buy
2018
Q4
$73K Sell
2018
Q3
$87K Buy
2018
Q2
$24K Buy
2018
Q1
$19K Sell
2017
Q4
$34K Buy
2017
Q3
$13K Hold
2017
Q2
$10K Hold
2017
Q1
$10K Hold
2016
Q4
$8K Buy
2016
Q3
$7K Sell
2016
Q2
$48K Buy