Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
2020
Q1
$300K Sell
2019
Q4
$387K Hold
2019
Q3
$351K Sell
2019
Q2
$338K Buy
2019
Q1
$313K Buy
2018
Q4
$270K Sell
2018
Q3
$320K Sell
2018
Q2
$608K Sell
2018
Q1
$590K Buy
2017
Q4
$511K Buy
2017
Q3
$270K Buy
2017
Q2
$253K Buy
2017
Q1
$245K Buy