Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
2020
Q2
$232K Buy
2020
Q1
Sell
2019
Q4
$278K Buy
2019
Q2
Sell
2019
Q1
$207K Sell
2018
Q4
$228K Buy
2018
Q3
$232K Hold
2018
Q2
$216K Hold
2018
Q1
$241K Hold
2017
Q4
$259K Hold
2017
Q3
$230K Hold
2017
Q2
$229K Hold
2017
Q1
$210K Buy