Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
$325K Buy
2020
Q3
$272K Hold
2020
Q2
$262K Hold
2020
Q1
$219K Hold
2019
Q4
$255K Hold
2019
Q3
$243K Sell
2019
Q2
$271K Hold
2019
Q1
$244K Hold
2018
Q4
$206K Hold
2018
Q3
$234K Hold
2018
Q2
$207K Buy
2018
Q1
Sell
2017
Q4
$209K Hold
2017
Q3
$202K Buy
2016
Q1
Sell
2015
Q4
$345K Buy