Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
$218K Sell
2019
Q2
$415K Hold
2019
Q1
$367K Hold
2018
Q4
$313K Hold
2018
Q3
$331K Hold
2018
Q2
$295K Hold
2018
Q1
$302K Hold
2017
Q4
$288K Hold
2017
Q3
$314K Hold
2017
Q2
$286K Hold
2017
Q1
$255K Hold
2016
Q4
$240K Buy