Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
2020
Q1
$130K Hold
2019
Q4
$160K Hold
2019
Q3
$122K Sell
2019
Q2
$316K Hold
2019
Q1
$300K Hold
2018
Q4
$245K Hold
2018
Q3
$391K Hold
2018
Q2
$364K Buy