Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
2020
Q1
$202K Sell
2019
Q4
$338K Sell
2019
Q3
$338K Sell
2019
Q2
$524K Buy
2019
Q1
$622K Buy
2018
Q4
$553K Sell
2018
Q3
$687K Buy
2018
Q2
$554K Sell
2018
Q1
$624K Buy
2017
Q4
$576K Sell
2017
Q3
$530K Hold
2017
Q2
$525K Buy
2017
Q1
$478K Buy
2016
Q4
$382K Buy
2016
Q3
$312K Sell
2016
Q2
$348K Buy
2016
Q1
$329K Buy