Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
2019
Q3
$752K Hold
2019
Q2
$780K Hold
2019
Q1
$841K Hold
2018
Q4
$868K Hold
2018
Q3
$1.07M Sell
2018
Q2
$1.17M Buy