Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
2020
Q2
$220K Buy
2019
Q4
Sell
2019
Q3
$155K Buy
2019
Q2
$130K Sell
2019
Q1
$330K Buy
2018
Q4
$164K Hold
2018
Q3
$185K Buy
2018
Q2
$187K Sell
2018
Q1
$190K Sell
2017
Q4
$220K Buy