Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
2019
Q3
$150K Sell
2019
Q2
$169K Sell
2019
Q1
$1.94M Sell
2018
Q4
$1.68M Sell
2018
Q3
$2.26M Buy