Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
$304K Buy
2020
Q3
$250K Buy
2020
Q2
$240K Buy
2020
Q1
Sell
2019
Q4
$346K Buy
2019
Q3
Sell
2019
Q2
$236K Sell
2019
Q1
$256K Sell
2018
Q4
$241K Buy
2018
Q3
$255K Buy
2018
Q2
$237K Sell
2018
Q1
$288K Buy
2017
Q4
$230K Sell
2017
Q3
$205K Buy
2017
Q2
$210K Buy