Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
2020
Q1
$551K Buy
2019
Q4
$388K Buy
2019
Q3
$300K Hold
2019
Q2
$318K Buy
2019
Q1
$282K Buy
2018
Q4
$216K Sell
2018
Q3
$342K Buy