Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
2020
Q2
$133K Buy
2019
Q4
$8K Hold
2019
Q3
$7K Sell
2019
Q2
$270K Sell
2019
Q1
$329K Buy
2018
Q4
$246K Buy
2018
Q3
$175K Buy
2018
Q2
$134K Hold
2018
Q1
$126K Buy
2017
Q4
$133K Buy