Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
2020
Q1
$255K Buy
2017
Q1
Sell
2016
Q4
$307K Hold
2016
Q3
$295K Hold
2016
Q2
$275K Hold
2016
Q1
$255K Hold
2015
Q4
$257K Hold
2015
Q3
$251K Hold
2015
Q2
$268K Hold
2015
Q1
$245K Hold
2014
Q4
$236K Hold
2014
Q3
$210K Buy
2014
Q2
Sell
2014
Q1
$210K Buy