Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
2020
Q1
$270K Buy
2019
Q4
$238K Buy
2019
Q3
$234K Buy
2019
Q2
$234K Buy
2019
Q1
$245K Buy
2018
Q4
$234K Buy
2018
Q3
$227K Buy
2018
Q2
$203K Buy