Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$369K Sell
2019
Q3
$514K Hold
2019
Q2
$562K Hold
2019
Q1
$565K Sell
2018
Q4
$872K Sell
2018
Q3
$988K Hold
2018
Q2
$883K Hold
2018
Q1
$911K Hold
2017
Q4
$1.04M Hold
2017
Q3
$923K Sell
2017
Q2
$1.96M Buy