Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$323K Hold
2019
Q3
$310K Hold
2019
Q2
$343K Hold
2019
Q1
$316K Sell
2018
Q4
$264K Hold
2018
Q3
$276K Sell
2018
Q2
$263K Hold
2018
Q1
$237K Hold
2017
Q4
$233K Sell
2017
Q3
$671K Hold
2017
Q2
$562K Sell
2017
Q1
$459K Hold
2016
Q4
$421K Hold
2016
Q3
$437K Buy