Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$296K Hold
2019
Q3
$297K Buy
2019
Q2
Sell
2019
Q1
$254K Buy
2018
Q4
Sell
2018
Q3
$266K Buy
2018
Q2
$259K Hold
2018
Q1
$252K Hold
2017
Q4
$245K Sell
2017
Q3
$221K Buy