Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
$457K Sell
2019
Q2
$521K Buy
2019
Q1
$392K Sell
2018
Q4
$347K Buy
2018
Q3
$388K Sell
2018
Q2
$334K Buy
2018
Q1
$206K Hold
2017
Q4
$213K Sell
2017
Q3
$363K Sell
2017
Q2
$382K Buy
2017
Q1
$250K Hold
2016
Q4
$225K Buy