Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
2020
Q1
$438K Buy
2019
Q4
$530K Buy
2019
Q3
$511K Buy
2019
Q2
$321K Buy
2019
Q1
$239K Buy
2018
Q4
Sell
2018
Q3
$257K Buy
2018
Q2
$205K Buy
2018
Q1
$218K Hold
2017
Q4
$232K Hold
2017
Q3
$226K Hold
2017
Q2
$230K Buy