Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$708K Hold
2019
Q3
$727K Hold
2019
Q2
$725K Hold
2019
Q1
$648K Sell
2018
Q4
$984K Hold
2018
Q3
$1.05M Hold
2018
Q2
$936K Hold
2018
Q1
$915K Buy