Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
2020
Q3
$43K Sell
2020
Q2
$218K Buy
2020
Q1
$162K Sell
2019
Q4
$200K Buy
2019
Q3
$148K Buy
2019
Q2
$167K Buy
2019
Q1
$118K Buy
2018
Q4
$129K Buy
2018
Q2
Sell
2018
Q1
$34K Hold
2017
Q4
$41K Sell
2017
Q3
$41K Hold
2017
Q2
$36K Buy