Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$386K Sell
2020
Q1
$514K Buy
2019
Q4
$308K Sell
2019
Q3
$350K Sell
2019
Q2
$434K Buy
2019
Q1
$441K Buy
2018
Q4
$373K Sell
2018
Q3
$503K Sell
2018
Q2
$507K Buy
2018
Q1
$406K Buy
2017
Q4
Sell
2017
Q3
$312K Buy
2017
Q2
$225K Buy
2016
Q4
Sell
2016
Q3
$222K Buy