Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$591K Sell
2020
Q2
$614K Sell
2020
Q1
$525K Buy
2019
Q4
$678K Hold
2019
Q3
$600K Buy
2019
Q2
$550K Hold
2019
Q1
$523K Hold
2018
Q4
$439K Hold
2018
Q3
$523K Sell
2018
Q2
$492K Sell
2018
Q1
$530K Buy
2017
Q4
$11K Buy