Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$304K Sell
2020
Q1
$270K Buy
2019
Q4
$328K Hold
2019
Q3
$288K Hold
2019
Q2
$289K Hold
2019
Q1
$280K Hold
2018
Q4
$239K Hold
2018
Q3
$301K Hold
2018
Q2
$260K Buy