Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
$300K Sell
2019
Q3
$410K Buy
2019
Q2
$385K Sell
2019
Q1
$384K Sell
2018
Q4
$316K Sell
2018
Q3
$547K Buy
2018
Q2
$367K Sell
2018
Q1
$364K Buy
2017
Q4
$361K Sell
2017
Q3
$371K Buy