Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
2019
Q3
$185K Hold
2019
Q2
$204K Hold
2019
Q1
$223K Sell
2018
Q4
$268K Hold
2018
Q3
$379K Buy
2018
Q2
$318K Buy
2018
Q1
$116K Buy
2017
Q4
$68K Buy