Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$65K Buy
2019
Q3
Sell
2019
Q2
$360K Buy
2019
Q1
Sell
2018
Q4
$220K Buy
2018
Q3
$189K Buy
2018
Q2
$186K Buy