Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
$210K Sell
2019
Q3
$340K Buy
2019
Q2
$334K Buy
2019
Q1
$291K Sell
2018
Q4
$243K Buy
2018
Q3
$298K Sell
2018
Q2
$285K Hold
2018
Q1
$286K Hold
2017
Q4
$267K Buy
2017
Q3
$256K Buy
2017
Q2
$211K Buy