Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$680K Sell
2020
Q2
$458K Buy
2020
Q1
$223K Sell
2019
Q4
$272K Buy
2019
Q3
$266K Hold
2019
Q2
$312K Hold
2019
Q1
$322K Sell
2018
Q4
$241K Sell
2018
Q3
$431K Hold
2018
Q2
$268K Buy