Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
2019
Q2
$242K Sell
2019
Q1
$244K Sell
2018
Q4
$231K Sell
2018
Q3
$295K Sell
2018
Q2
$279K Hold
2018
Q1
$289K Sell
2017
Q4
$316K Sell
2017
Q3
$386K Sell
2017
Q2
$462K Sell
2017
Q1
$466K Sell
2016
Q4
$451K Sell
2016
Q3
$468K Sell
2016
Q2
$494K Sell
2016
Q1
$497K Buy
2015
Q4
$415K Buy