Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$225K Buy
2019
Q3
Sell
2019
Q2
$211K Buy
2018
Q3
Sell
2018
Q2
$325K Sell
2018
Q1
$296K Buy
2017
Q4
$286K Hold
2017
Q3
$279K Hold
2017
Q2
$266K Hold
2017
Q1
$249K Hold
2016
Q4
$220K Buy