Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$270K Sell
2020
Q2
$296K Buy
2020
Q1
$244K Buy
2019
Q4
$273K Buy
2019
Q3
$295K Buy
2019
Q2
$279K Sell
2019
Q1
$287K Sell
2018
Q4
$235K Sell
2018
Q3
$313K Buy
2018
Q2
$286K Sell
2018
Q1
$315K Buy
2017
Q4
$300K Buy
2017
Q3
$283K Buy
2017
Q2
$299K Buy
2017
Q1
$337K Buy
2016
Q4
$321K Sell
2016
Q3
$318K Buy
2016
Q2
$231K Buy