Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$35K Sell
2019
Q3
$55K Buy
2015
Q3
Sell
2015
Q2
$521K Hold
2015
Q1
$615K Hold
2014
Q4
$707K Buy
2014
Q3
$371K Buy