Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
2019
Q3
$201K Sell
2019
Q2
$231K Sell
2019
Q1
$256K Buy
2018
Q4
Sell
2018
Q3
$314K Buy
2018
Q2
$303K Buy
2018
Q1
$374K Buy
2017
Q4
$421K Buy
2017
Q3
$513K Buy
2017
Q2
$528K Sell
2017
Q1
$574K Buy