Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
2020
Q1
$364K Hold
2019
Q4
$449K Hold
2019
Q3
$342K Sell
2019
Q2
$629K Sell
2019
Q1
$843K Buy
2018
Q4
$451K Buy
2018
Q3
$520K Buy
2018
Q2
$366K Buy