Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$594K Buy
2019
Q3
$578K Buy
2019
Q2
$454K Buy
2019
Q1
$377K Buy
2018
Q4
$214K Buy
2018
Q3
$232K Hold
2018
Q2
$217K Buy