Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$22K Sell
2018
Q4
$21K Sell
2018
Q3
$23K Sell
2018
Q2
$21K Sell
2018
Q1
$20K Sell
2017
Q4
$21K Sell
2017
Q3
$19K Sell
2017
Q2
$18K Sell
2017
Q1
$24K Sell
2016
Q4
$26K Sell
2016
Q3
$25K Hold
2016
Q2
$25K Hold
2016
Q1
$21K Hold
2015
Q4
$22K Hold
2015
Q3
$21K Hold
2015
Q2
$28K Sell
2015
Q1
$27K Hold
2014
Q4
$27K Buy