Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
2020
Q1
$157K Hold
2019
Q4
$189K Hold
2019
Q3
$202K Hold
2019
Q2
$204K Hold
2019
Q1
$212K Hold
2018
Q4
$210K Hold
2018
Q3
$206K Hold
2018
Q2
$216K Hold
2018
Q1
$222K Hold
2017
Q4
$226K Hold
2017
Q3
$213K Hold
2017
Q2
$207K Hold
2017
Q1
$202K Hold
2016
Q4
$197K Buy