Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
2019
Q3
$375K Hold
2019
Q2
$382K Hold
2019
Q1
$248K Sell
2018
Q4
$335K Hold
2018
Q3
$414K Hold
2018
Q2
$458K Hold
2018
Q1
$432K Sell
2017
Q4
$528K Hold
2017
Q3
$471K Buy