Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
2020
Q2
$261K Sell
2020
Q1
$472K Sell
2019
Q4
$855K Buy
2019
Q3
$752K Sell
2019
Q2
$910K Sell
2019
Q1
$1.12M Hold
2018
Q4
$1.03M Buy
2018
Q3
$820K Buy
2018
Q2
$821K Buy