Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
$652K Buy
2020
Q3
$380K Buy
2020
Q2
$287K Buy
2018
Q4
Sell
2018
Q3
$236K Hold
2018
Q2
$220K Buy
2017
Q3
Sell
2017
Q2
$332K Hold
2017
Q1
$305K Buy
2015
Q1
Sell
2014
Q4
$276K Buy