Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$440K Sell
2020
Q2
$333K Buy
2020
Q1
$296K Buy
2019
Q4
$323K Buy
2019
Q3
$252K Buy
2019
Q2
$254K Hold
2019
Q1
$273K Hold
2018
Q4
$205K Hold
2018
Q3
$247K Hold
2018
Q2
$278K Buy