Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$400K Hold
2020
Q2
$312K Buy
2020
Q1
$243K Buy
2019
Q4
$239K Hold
2019
Q3
$222K Buy
2018
Q4
Sell
2018
Q3
$204K Buy