Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$240K Sell
2019
Q3
$522K Sell
2019
Q2
$981K Buy
2019
Q1
$936K Buy
2018
Q4
$504K Buy
2018
Q3
$204K Buy