Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$400K Hold
2019
Q3
$402K Hold
2019
Q2
$398K Hold
2019
Q1
$354K Hold
2018
Q4
$293K Hold
2018
Q3
$371K Hold
2018
Q2
$372K Sell
2018
Q1
$725K Sell
2017
Q4
$750K Hold
2017
Q3
$655K Hold
2017
Q2
$680K Hold
2017
Q1
$729K Hold
2016
Q4
$830K Buy
2016
Q3
$638K Buy
2016
Q2
$502K Buy