Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
2020
Q2
$128K Buy
2019
Q4
Sell
2019
Q3
$456K Buy
2019
Q2
$352K Sell
2019
Q1
$327K Buy
2018
Q4
$269K Buy
2018
Q3
$182K Sell
2018
Q2
$171K Buy
2018
Q1
$129K Sell
2017
Q4
$128K Buy