Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$220K Buy
2019
Q2
Sell
2019
Q1
$214K Sell
2018
Q4
$180K Sell
2018
Q3
$290K Sell
2018
Q2
$314K Sell
2018
Q1
$388K Sell
2017
Q4
$423K Buy