Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
2020
Q2
$403K Hold
2020
Q1
$343K Hold
2019
Q4
$670K Hold
2019
Q3
$591K Hold
2019
Q2
$588K Hold
2019
Q1
$522K Sell
2018
Q4
$499K Hold
2018
Q3
$672K Hold
2018
Q2
$660K Buy
2018
Q1
$647K Hold
2017
Q4
$668K Hold
2017
Q3
$623K Hold
2017
Q2
$621K Hold
2017
Q1
$589K Hold
2016
Q4
$605K Buy