Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$420K Sell
2020
Q1
$341K Sell
2019
Q4
$383K Buy
2019
Q3
$260K Buy
2018
Q4
Sell
2018
Q3
$257K Sell
2018
Q2
$270K Sell
2018
Q1
$286K Sell
2017
Q4
$308K Buy