Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
2019
Q2
$58K Sell
2019
Q1
$414K Sell
2018
Q4
$842K Buy
2018
Q3
$746K Buy
2018
Q2
$628K Buy
2018
Q1
$614K Sell
2017
Q4
$1.03M Buy
2017
Q3
$947K Buy