Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
2019
Q2
$237K Sell
2019
Q1
$279K Sell
2018
Q4
$336K Sell
2018
Q3
$515K Sell
2018
Q2
$515K Sell
2018
Q1
$392K Sell
2017
Q4
$290K Sell
2017
Q3
$266K Hold
2017
Q2
$226K Buy
2016
Q4
Sell
2016
Q3
$203K Buy
2016
Q2
Sell
2016
Q1
$222K Sell
2015
Q4
$217K Hold
2015
Q3
$224K Buy