Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
2020
Q2
$125K Hold
2020
Q1
$115K Sell
2019
Q4
$231K Hold
2019
Q3
$200K Buy
2019
Q2
Sell
2019
Q1
$184K Hold
2018
Q4
$142K Buy