Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
$360K Sell
2019
Q3
$332K Sell
2019
Q2
$315K Sell
2019
Q1
$389K Buy
2018
Q4
$329K Buy
2018
Q3
$336K Sell
2018
Q2
$359K Buy