Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$65K Sell
2020
Q2
$271K Buy
2019
Q4
Sell
2019
Q3
$442K Buy
2019
Q2
$346K Sell
2019
Q1
$329K Buy
2018
Q4
Sell
2018
Q3
$192K Sell
2018
Q2
$175K Sell
2018
Q1
$244K Sell
2017
Q4
$271K Buy