Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
2020
Q1
$319K Buy
2019
Q4
$394K Hold
2019
Q3
$418K Hold
2019
Q2
$413K Sell
2019
Q1
$455K Hold
2018
Q4
$409K Sell
2018
Q3
$430K Sell
2018
Q2
$467K Sell
2018
Q1
$430K Buy