Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
2020
Q2
$124K Buy
2019
Q4
$417K Hold
2019
Q3
$433K Buy
2019
Q2
$362K Buy
2019
Q1
$332K Buy
2018
Q4
$262K Buy
2018
Q3
$153K Sell
2018
Q2
$170K Sell
2018
Q1
$193K Buy
2017
Q4
$124K Buy