Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
$506K Buy
2019
Q4
$496K Sell
2019
Q3
$576K Buy
2019
Q2
$322K Buy
2019
Q1
$255K Sell
2018
Q4
$235K Sell
2018
Q3
$273K Buy
2017
Q4
Sell
2017
Q3
$213K Sell
2017
Q2
$312K Sell
2017
Q1
$328K Buy
2016
Q4
$235K Hold
2016
Q3
$224K Buy