Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$224K Sell
2020
Q1
$305K Sell
2019
Q4
$350K Buy
2019
Q3
$273K Buy
2019
Q2
$263K Buy
2018
Q3
Sell
2018
Q2
$336K Buy
2018
Q1
$322K Buy