Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
2019
Q2
$768K Sell
2019
Q1
$931K Hold
2018
Q4
$928K Buy
2018
Q3
$1.58M Sell
2018
Q2
$1.74M Hold
2018
Q1
$1.45M Buy