Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
2019
Q1
$275K Sell
2018
Q4
$226K Buy
2018
Q3
$311K Buy
2018
Q2
$292K Buy
2018
Q1
$166K Buy
2017
Q4
$180K Hold
2017
Q3
$181K Buy
2017
Q2
$239K Buy
2017
Q1
$211K Buy