Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
2019
Q1
$243K Sell
2018
Q4
$560K Hold
2018
Q3
$635K Hold
2018
Q2
$603K Hold
2018
Q1
$606K Hold
2017
Q4
$513K Buy