Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
2020
Q2
$490K Sell
2020
Q1
$517K Sell
2019
Q4
$856K Sell
2019
Q3
$1.01M Sell
2019
Q2
$996K Hold
2019
Q1
$1.07M Buy
2018
Q4
$827K Buy