Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$265K Sell
2019
Q3
$245K Sell
2019
Q2
$248K Sell
2019
Q1
$268K Sell
2018
Q4
$254K Buy
2018
Q3
$291K Buy
2018
Q2
$246K Hold
2018
Q1
$204K Buy