Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$201K Sell
2018
Q4
$231K Sell
2018
Q3
$294K Hold
2018
Q2
$258K Sell
2018
Q1
$266K Hold
2017
Q4
$255K Buy
2017
Q3
$234K Buy
2017
Q2
$199K Sell
2017
Q1
$341K Buy
2016
Q4
$267K Hold
2016
Q3
$279K Buy
2016
Q2
$215K Buy
2016
Q1
$207K Sell
2015
Q4
$199K Sell
2015
Q3
$485K Buy
2015
Q2
$461K Buy