Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
$227K Sell
2019
Q4
$337K Sell
2019
Q3
$328K Sell
2019
Q2
$287K Sell
2019
Q1
$324K Buy
2018
Q4
$288K Buy
2018
Q3
$321K Sell
2018
Q2
$413K Sell
2018
Q1
$498K Buy
2017
Q4
$329K Hold
2017
Q3
$311K Hold
2017
Q2
$290K Hold
2017
Q1
$272K Hold
2016
Q4
$238K Buy
2016
Q3
$206K Buy