Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$77K Sell
2018
Q4
$195K Sell
2018
Q3
$206K Sell
2018
Q2
$277K Hold
2018
Q1
$243K Sell
2017
Q4
$243K Hold
2017
Q3
$206K Hold
2017
Q2
$279K Buy
2017
Q1
$225K Hold
2016
Q4
$239K Hold
2016
Q3
$228K Sell
2016
Q2
$249K Hold
2016
Q1
$255K Hold
2015
Q4
$283K Buy