Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$551K Buy
2019
Q3
$384K Buy
2019
Q2
$287K Sell
2019
Q1
$784K Buy
2018
Q4
$663K Buy
2018
Q3
$573K Hold
2018
Q2
$603K Hold
2018
Q1
$631K Sell
2017
Q4
$3.09M Buy
2017
Q3
$481K Buy