Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
$336K Buy
2019
Q3
Sell
2019
Q2
$249K Buy
2019
Q1
Sell
2018
Q4
$244K Sell
2018
Q3
$306K Sell
2018
Q2
$283K Buy
2018
Q1
$73K Sell
2017
Q4
$237K Buy