Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$213K Hold
2020
Q1
$212K Sell
2019
Q4
$275K Sell
2019
Q3
$259K Sell
2019
Q2
$267K Sell
2019
Q1
$283K Sell
2018
Q4
$277K Sell
2018
Q3
$269K Hold
2018
Q2
$231K Sell
2018
Q1
$215K Sell
2017
Q4
$231K Sell
2017
Q3
$422K Hold
2017
Q2
$423K Hold
2017
Q1
$419K Sell
2016
Q4
$400K Hold
2016
Q3
$424K Buy