Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$425K Buy
2020
Q2
$274K Buy
2020
Q1
$227K Sell
2019
Q4
$281K Buy
2019
Q3
$225K Buy
2019
Q1
Sell
2018
Q4
$209K Sell
2018
Q3
$304K Buy
2018
Q2
$269K Buy
2017
Q4
Sell
2017
Q3
$203K Buy
2015
Q4
Sell
2015
Q3
$249K Buy
2015
Q2
Sell
2015
Q1
$212K Hold
2014
Q4
$209K Buy