Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$329K Sell
2019
Q3
$307K Buy
2019
Q1
Sell
2018
Q4
$396K Buy
2018
Q3
$312K Buy
2015
Q2
Hold
2015
Q1
Hold