Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
2020
Q2
$125K Buy
2018
Q4
Sell
2018
Q3
$192K Hold
2018
Q2
$174K Sell
2018
Q1
$179K Buy
2017
Q4
$125K Buy