Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
2019
Q2
$287K Buy
2019
Q1
Sell
2018
Q4
$239K Hold
2018
Q3
$693K Hold
2018
Q2
$728K Hold
2018
Q1
$630K Hold
2017
Q4
$456K Buy