Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
2020
Q1
$121K Sell
2019
Q4
$177K Sell
2019
Q3
$253K Sell
2019
Q2
$269K Sell
2019
Q1
$316K Sell
2018
Q4
$342K Sell
2018
Q3
$349K Hold
2018
Q2
$367K Hold
2018
Q1
$371K Hold
2017
Q4
$383K Sell
2017
Q3
$403K Buy
2017
Q2
$367K Buy