Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
2020
Q1
$134K Sell
2019
Q4
$197K Hold
2019
Q3
$186K Buy
2019
Q2
$173K Hold
2019
Q1
$176K Hold
2018
Q4
$223K Hold
2018
Q3
$311K Hold
2018
Q2
$274K Buy
2018
Q1
Sell
2017
Q4
$205K Hold
2017
Q3
$232K Hold
2017
Q2
$293K Hold
2017
Q1
$290K Buy
2014
Q1
Sell
2013
Q4
$288K Hold
2013
Q3
$284K Buy