Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$40K Sell
2018
Q4
$85K Sell
2018
Q3
$183K Sell
2018
Q2
$239K Sell
2018
Q1
$228K Buy
2017
Q4
$212K Sell
2017
Q3
$225K Sell
2017
Q2
$201K Sell
2017
Q1
$200K Buy
2015
Q2
Sell
2015
Q1
$204K Sell
2014
Q4
$248K Buy
2014
Q3
$233K Buy
2014
Q2
$237K Buy