Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
2020
Q2
$402K Sell
2020
Q1
$318K Hold
2019
Q4
$284K Sell
2019
Q3
$218K Hold
2019
Q2
$206K Sell
2019
Q1
$243K Buy
2018
Q4
Sell
2018
Q3
$311K Hold
2018
Q2
$262K Hold
2018
Q1
$256K Sell
2017
Q4
$223K Hold
2017
Q3
$206K Buy