Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
2020
Q2
$6K Hold
2020
Q1
$4K Hold
2019
Q4
$6K Hold
2019
Q3
$7K Hold
2019
Q2
$6K Hold
2019
Q1
$7K Hold
2018
Q4
$7K Hold
2018
Q3
$10K Buy
2016
Q4
Sell
2016
Q3
$1.1M Sell
2016
Q2
$2.38M Hold
2016
Q1
$3.15M Sell
2015
Q4
$3.15M Sell
2015
Q3
$3.8M Buy
2015
Q2
$4.3M Hold
2015
Q1
$5.12M Hold
2014
Q4
$6.27M Buy