Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
2019
Q3
$665K Buy
2019
Q2
$536K Hold
2019
Q1
$547K Buy
2018
Q4
$355K Hold
2018
Q3
$406K Hold
2018
Q2
$400K Buy
2018
Q1
$104K Sell
2017
Q4
$317K Buy
2017
Q3
Sell
2017
Q2
$141K Buy