Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$332K Sell
2020
Q1
$329K Buy
2019
Q4
$316K Hold
2019
Q3
$271K Hold
2019
Q2
$253K Buy
2019
Q1
$283K Sell
2018
Q4
$293K Sell
2018
Q3
$301K Buy
2018
Q2
$309K Buy
2018
Q1
$321K Buy