Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$198K Sell
2018
Q4
$176K Sell
2018
Q3
$217K Buy
2018
Q2
$220K Sell
2018
Q1
$193K Sell
2017
Q4
$247K Buy
2017
Q3
$245K Buy
2017
Q2
$249K Buy
2017
Q1
$252K Buy