Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$280K Hold
2020
Q1
$243K Sell
2019
Q4
$325K Sell
2019
Q3
$335K Sell
2019
Q2
$443K Hold
2019
Q1
$490K Sell
2018
Q4
$470K Hold
2018
Q3
$702K Buy