Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
2019
Q3
$230K Sell
2019
Q2
$279K Sell
2019
Q1
$522K Sell
2018
Q4
$461K Hold
2018
Q3
$480K Hold
2018
Q2
$444K Buy