Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
2019
Q2
$373K Sell
2019
Q1
$443K Hold
2018
Q4
$414K Sell
2018
Q3
$431K Hold
2018
Q2
$394K Buy
2018
Q1
$327K Buy
2017
Q4
$346K Buy