Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$209K Buy
2020
Q2
$224K Buy
2020
Q1
Sell
2019
Q4
$221K Sell
2019
Q3
$241K Hold
2019
Q2
$220K Hold
2019
Q1
$209K Buy
2018
Q3
Sell
2018
Q2
$224K Buy
2018
Q1
$240K Buy
2017
Q4
$253K Hold
2017
Q3
$247K Buy
2017
Q2
$252K Hold
2017
Q1
$236K Buy
2016
Q4
$229K Buy
2016
Q3
$217K Sell
2016
Q2
$270K Buy