Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
$150K Buy
2019
Q2
$125K Hold
2019
Q1
$142K Hold
2018
Q4
$112K Hold
2018
Q3
$90K Buy
2018
Q2
$78K Hold
2018
Q1
$103K Hold
2017
Q4
$119K Buy
2017
Q3
$98K Buy
2017
Q2
$93K Buy
2017
Q1
$64K Sell
2016
Q4
$86K Buy