Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$212K Buy
2018
Q2
Sell
2018
Q1
$302K Sell
2017
Q4
$376K Sell
2017
Q3
$383K Buy
2017
Q2
$362K Buy
2017
Q1
$393K Buy
2016
Q4
$247K Hold
2016
Q3
$235K Hold
2016
Q2
$247K Buy
2016
Q1
$216K Buy