Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
2020
Q1
$441K Buy
2019
Q4
$541K Hold
2019
Q3
$484K Hold
2019
Q2
$359K Hold
2019
Q1
$362K Sell
2018
Q4
$273K Buy
2018
Q3
$303K Buy
2018
Q2
$302K Buy
2018
Q1
$321K Buy