Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
2020
Q1
$306K Buy
2019
Q4
$158K Hold
2019
Q3
$140K Hold
2019
Q2
$143K Hold
2019
Q1
$136K Hold
2018
Q4
$114K Hold
2018
Q3
$136K Hold
2018
Q2
$124K Hold
2018
Q1
$132K Hold
2017
Q4
$142K Hold
2017
Q3
$145K Buy
2017
Q1
Sell
2016
Q4
$220K Buy