Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
2020
Q2
$153K Sell
2020
Q1
$127K Hold
2019
Q4
$192K Buy
2019
Q3
$148K Buy
2019
Q2
$147K Buy
2019
Q1
$106K Hold
2018
Q4
$84K Buy