Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$202K Buy
2019
Q3
Sell
2019
Q2
$289K Sell
2019
Q1
$394K Sell
2018
Q4
$404K Hold
2018
Q3
$446K Hold
2018
Q2
$417K Hold
2018
Q1
$465K Buy
2017
Q4
$270K Hold
2017
Q3
$241K Buy