Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
2020
Q1
$328K Sell
2019
Q4
$537K Buy
2019
Q2
Sell
2019
Q1
$455K Buy
2018
Q4
Sell
2018
Q3
$581K Buy
2018
Q2
$92K Buy
2018
Q1
$38K Buy
2017
Q4
Hold
2016
Q3
Hold
2016
Q2
Sell
2016
Q1
$315K Sell
2015
Q4
$470K Buy