Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
2019
Q2
$225K Sell
2019
Q1
$242K Hold
2018
Q4
$216K Sell
2018
Q3
$329K Sell
2018
Q2
$328K Sell
2018
Q1
$346K Buy
2017
Q4
$221K Hold
2017
Q3
$221K Sell
2017
Q2
$201K Sell
2017
Q1
$223K Sell
2016
Q4
$249K Sell
2016
Q3
$259K Buy
2016
Q2
$250K Buy