Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$360K Sell
2020
Q2
$360K Buy
2020
Q1
$280K Hold
2019
Q4
$347K Hold
2019
Q3
$356K Sell
2019
Q2
$359K Buy
2019
Q1
$318K Sell
2018
Q4
$268K Buy
2018
Q3
$282K Hold
2018
Q2
$253K Hold
2018
Q1
$247K Hold
2017
Q4
$242K Hold
2017
Q3
$232K Hold
2017
Q2
$239K Hold
2017
Q1
$226K Hold
2016
Q4
$211K Sell
2016
Q3
$226K Buy