Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$63K Sell
2020
Q2
$330K Buy
2019
Q4
$562K Buy
2019
Q3
$463K Buy
2019
Q2
$354K Hold
2019
Q1
$331K Buy
2018
Q2
Sell
2018
Q1
$260K Sell
2017
Q4
$330K Buy